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Timothy Ramsey McCormick

Frost Investment Services

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About Timothy Ramsey McCormick

Timothy Ramsey McCormick is a financial advisor registered with Frost Investment Services in SAN ANTONIO, TX. Timothy has been working in the financial services industry since September 30, 1991. He specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Timothy is registered as an Investment Advisor Representative in Texas.

Firm Information

Timothy McCormick 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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Timothy McCormick’s Registration & Firm History

TX

05/24/2022 - Present

Frost Investment Services (SAN ANTONIO TX)

MN

04/12/1996 - 02/11/1997

NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)

NA

06/15/1993 - 04/22/1996

VICTORIA SECURITIES CORPORATION

MO

03/09/1984 - 11/04/1991

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

NA

12/21/1982 - 04/25/1984

FITZGERALD, DEARMAN & ROBERTS, INC.

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Licenses & Designations

BC

Issued 04/20/2004

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/17/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/05/2004

Series 24 - General Securities Principal Examination

BC

Issued 07/07/1995

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 04/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Ramsey McCormick.
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