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Ryan Edward Ferrin

Frost Investment Services

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About Ryan Edward Ferrin

Ryan Edward Ferrin is a financial advisor in Houston, Texas. Ryan has been working in the financial industry for 18 years. Ryan has a Series 6, 7, 63, and 65 securities license as well as the SIE exam. Ryan is also a Certified Financial Planner. Ryan currently works at Frost Investment Services and has previously worked at LPL Financial LLC and MetLife Securities Inc. Ryan specializes in Portfolio Management for Individuals, Portfolio Management for Businesses and Financial Planning.

Firm Information

Ryan Ferrin 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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Ryan Ferrin’s Registration & Firm History

TX

02/21/2024 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

03/02/2007 - 02/20/2024

LPL FINANCIAL LLC (TOMBALL TX)

TX

01/05/2007 - 02/13/2007

METLIFE SECURITIES INC. (HOUSTON TX)

TX

01/05/2007 - 02/13/2007

METROPOLITAN LIFE INSURANCE COMPANY (HOUSTON TX)

TX

06/21/2005 - 12/31/2006

1ST GLOBAL CAPITAL CORP. (HOUSTON TX)

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Licenses & Designations

IA

Issued 02/22/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2006

Series 7 - General Securities Representative Examination

BC

Issued 06/20/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Edward Ferrin.
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