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Lidiya Zenonovna Gold

Frost Investment Services

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About Lidiya Zenonovna Gold

Lidiya Gold is a financial advisor with over 20 years of experience in the financial industry. Lidiya has been with Frost Investment Services since 2017 and holds Series 6, 7, 63, and 65 licenses, along with the SIE exam. Lidiya specializes in providing financial planning, portfolio management for individuals and businesses, and has a Certified Financial Planner designation. Prior to joining Frost Investment Services, Lidiya worked for UVEST FINANCIAL SERVICES GROUP, INC. and Chase Investment Services Corp.

Firm Information

Lidiya Gold 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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Lidiya Gold’s Registration & Firm History

TX

01/27/2022 - Present

Frost Investment Services (HOUSTON TX)

TX

08/27/2007 - 07/17/2008

UVEST FINANCIAL SERVICES GROUP, INC. (CEDAR PARK TX)

TX

11/13/2002 - 06/14/2007

CHASE INVESTMENT SERVICES CORP. (AUSTIN TX)

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Licenses & Designations

IA

Issued 07/07/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2003

Series 7 - General Securities Representative Examination

BC

Issued 11/12/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lidiya Zenonovna Gold.
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