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Ronald Gene McGee

Frost Investment Services

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About Ronald Gene McGee

Ronald Gene McGee is a registered investment advisor representative with Frost Investment Services. Ronald has been in the industry since 2017. Ronald has been registered with Frost Brokerage Services, Inc., Wells Fargo Investments, LLC, and H.D. Vest Investment Securities, Inc. in the past.

Firm Information

Ronald McGee 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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Ronald McGee’s Registration & Firm History

TX

02/01/2022 - Present

Frost Investment Services (CORPUS CHRISTI TX)

TX

07/04/2018 - 04/07/2021

FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)

CA

05/22/2001 - 11/10/2001

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

NA

07/20/1987 - 12/31/1988

H.D. VEST INVESTMENT SECURITIES, INC.

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Licenses & Designations

BC

Issued 07/25/2018

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/21/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/04/2018

Series 7 - General Securities Representative Examination

BC

Issued 07/17/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Gene McGee.
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