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Thomas P Cagle

Frost Investment Services

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About Thomas P Cagle

Thomas P. Cagle is a financial advisor with Frost Investment Services. Thomas has been working in the financial industry since 1997. Prior to joining Frost, Thomas has worked with several other firms including UST Securities Corp., UBS PaineWebber Inc., Charles Schwab & Co., Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Thomas is registered with the state of Texas as an Investment Advisor Representative.

Firm Information

Thomas Cagle 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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Thomas Cagle’s Registration & Firm History

TX

10/20/2022 - Present

Frost Investment Services (Austin TX)

CT

01/09/2002 - 10/19/2007

UST SECURITIES CORP. (STAMFORD CT)

NJ

06/19/2000 - 06/25/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

TX

03/12/1998 - 06/28/2000

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MN

09/23/1997 - 01/23/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/23/1997 - 01/23/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 08/23/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas P Cagle.
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