Alex Russell Bahun

Frost Investment Services

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Frost Investment Services

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

Location

3525 Far West Blvd, Austin, TX, 78731

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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.

Employment History

Current Registrations

Frost Investment Services

January 2022 - Present · 4 yrs 1 mo

Frost Brokerage Services, INC.Broker

October 2012 - Present · 13 yrs 4 mos

Previous Registrations

Frost Investment Services

June 2017 - December 2021 · 4 yrs 6 mos

AXA Advisors, LLCBroker

May 2012 - September 2012 · 4 mos

Fidelity Brokerage Services LLCBroker

October 2011 - May 2012 · 7 mos

State Registrations20 states

ARAZCACOFLGAILKSMDMIMONCNHNMOKTXUTVAWAWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.