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Bryan Jeffrey Turnage

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 ServicesJan 2022 to now
  3. Bbva Securities Inc.Nov 2019 to Jan 2022
  4. Bbva USAOct 2019 to Jan 2022
  5. UnemployedJun 2019 to Oct 2019
  6. Texans Credit UnionJul 2018 to Jun 2019
  7. Bbva Securities Inc.May 2013 to Jul 2018
  8. Bbva Compass Insurance Agency, Inc.Jan 2012 to Jul 2018
  9. Compass BankAug 2011 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010

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
5230060
Firm CRD
286129
Advisor's SEC record (opens in a new tab)
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