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Kimberly Kathleen Elliott

Frost Investment Services

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About Kimberly Kathleen Elliott

Kimberly Kathleen Elliott is an investment advisor representative with Frost Investment Services, a firm with over $1 billion in assets under management. Kimberly has been in the industry since July 3, 2018, and is registered in Texas. Kimberly has experience at Citizens Securities, INC, and Wells Fargo Clearing Services, LLC. Kimberly holds the Series 7TO, Series 6, Series 63 and Series 65 licenses. Kimberly works with a wide range of clients, including individuals, corporations, and charitable organizations. Kimberly's primary focus is on portfolio management for businesses and individuals.

Firm Information

Kimberly Elliott 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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Kimberly Elliott’s Registration & Firm History

TX

06/07/2023 - Present

Frost Investment Services (ADDISON TX)

TX

06/17/2022 - 06/09/2023

CITIZENS SECURITIES, INC. (IRVING TX)

TX

07/03/2018 - 06/15/2022

WELLS FARGO CLEARING SERVICES, LLC (TERRELL TX)

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Licenses & Designations

IA

Issued 08/06/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Kathleen Elliott.
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