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Garrick Michael Behelfer

Frost Investment Services

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About Garrick Michael Behelfer

Garrick Michael Behelfer is a financial advisor with Frost Investment Services. Garrick has been in the industry since December 2005. Prior to joining Frost Investment Services, Garrick worked at Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Garrick holds Series 66, Series 7 and SIE licenses. Garrick specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Financial Planning.

Firm Information

Garrick Behelfer is currently registered with Frost Investment Services. Frost Investment Services is a registered investment advisor headquartered in San Antonio, Texas. The firm has approximately $1 billion - $10 billion in assets under management and provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They have over 90 investment advisor representatives and over 60 licensed agents.
Frost Investment Services

111 WEST HOUSTON STREET

SAN ANTONIO, TX 78205

$2.74B

Assets Under Management

Not reported

Total Clients

169

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Garrick Behelfer’s Registration & Firm History

TX

01/28/2022 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

07/04/2008 - 09/03/2010

CREDIT SUISSE SECURITIES (USA) LLC (HOUSTON TX)

NY

01/17/2003 - 04/20/2004

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NJ

10/08/2001 - 01/17/2003

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 07/29/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Garrick Michael Behelfer.
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