Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Torres is an Investment Advisor Representative with Frost Investment Services. Lisa is based in San Antonio, TX and has been in the industry since 2015. Lisa has a Series 65 license and has been registered with the state of Texas since 2023. In addition to her work with Frost Investment Services, Lisa also runs a photography and videography business. Lisa has experience working with individuals, corporations, charitable organizations, and high net worth individuals. Lisa specializes in providing financial planning and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
10/20/2023 - Present
Frost Investment Services (SAN ANTONIO TX)
IA
Issued 10/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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