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Pamela Claire Milstead

Frost Investment Services

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About Pamela Claire Milstead

Pamela Milstead is a registered representative and investment advisor representative. Pamela has been in the financial services industry since 2004 and has held positions at Wells Fargo Advisors, LLC, Hancock Investment Services, Inc., and Frost Investment Services. Pamela has a Series 7, Series 63, and Series 65 licenses. Pamela is currently registered with Frost Investment Services in Texas. Pamela is also a member of FINRA and the SIPC.

Firm Information

Pamela Milstead 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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Pamela Milstead’s Registration & Firm History

TX

01/27/2022 - Present

Frost Investment Services (SPRING TX)

TX

10/17/2014 - 05/10/2016

WELLS FARGO ADVISORS, LLC (THE WOODLANDS TX)

TX

09/18/2013 - 07/18/2014

HANCOCK INVESTMENT SERVICES, INC. (HOUSTON TX)

TX

01/03/2011 - 11/04/2011

WELLS FARGO ADVISORS, LLC (THE WOODLANDS TX)

TX

04/09/2002 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)

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Licenses & Designations

IA

Issued 08/30/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pamela Claire Milstead.
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