AA
AA

Alma Marie Alcoser

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
178 advisors
Number of Clients
3,179 clients
Average Client Portfolio
$936K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee
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Location

111 West Houston Street, San Antonio, TX, 78205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alma works as a clerk for Ace Oilfield Deliveries, assisting with bookkeeping. This activity, which is not investment-related, takes minimal time.

Employment History
Current Registrations
Frost Investment Services
May 2022 - Present · 3 yrs 9 mos
Frost Brokerage Services, INC.
May 2022 - Present · 3 yrs 9 mos
Frost Brokerage Services, INC.Broker
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2013 - May 2022 · 8 yrs 9 mos
Wells Fargo Clearing Services, LLC
August 2013 - May 2022 · 8 yrs 9 mos
Wells Fargo Advisors, LLC
October 2012 - February 2013 · 4 mos
Wells Fargo Advisors, LLCBroker
August 2012 - February 2013 · 6 mos
Southwest Securities, INC.Broker
March 2012 - August 2012 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2009 - February 2012 · 2 yrs 2 mos
UBS International INC.Broker
May 2006 - September 2009 · 3 yrs 4 mos
Banc of America Investment Services, INC.Broker
July 2005 - May 2006 · 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.