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Norma Alcira Martinez

Investment adviser representative at Frost Investment Services
15 yearsExperience
1 stateRegistered in
$3.7BFirm assets
9 yearsFirm in business

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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

15 years in the industry.

  1. Frost Investment ServicesJan 2022 to now
  2. Frost Brokerage Services, Inc.Jan 2012 to now
  3. Frost National BankNov 2011 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2004

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
2970533
Firm CRD
286129
Advisor's SEC record (opens in a new tab)
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