AR
AR

Anabell Aguirre Rodriguez

12 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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Employment History
Current Registrations
Frost Investment Services
January 2022 - Present · 4 yrs 1 mo
Frost Brokerage Services, INC.Broker
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Frost Investment Services
October 2017 - December 2021 · 4 yrs 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.