Brian Carl Nelson
Investment adviser representative at Frost Investment Services
12 yearsExperience
1 stateRegistered in
$3.7BFirm assets
9 yearsFirm in business
Are you Brian Carl Nelson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Frost Investment ServicesFeb 2018 to now
- Frost BankFeb 2018 to now
- Frost Brokerage ServicesFeb 2018 to now
- First Command Advisory ServicesDec 2015 to Feb 2018
- First Command FinancialApr 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Frost Investment Services
Legal name: Frost Investment Services, LLC
$3.7BAssets managed
3,656Clients
163Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2624093
- Firm CRD
- 286129