Gary Brian Trempe
Investment adviser representative at Frost Investment Services
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.7BFirm assets
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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
14 years in the industry.
- Frost Investment ServicesApr 2026 to now
- Frost Brokerage ServicesApr 2026 to now
- Fisher InvestmentsMay 2022 to Apr 2026
- Cetera Investment Advisers LLCFeb 2015 to Apr 2022
- Cetera Investment Services LLCAug 2012 to Apr 2022
- Saco/biddeford Savings BankJul 2012 to Apr 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
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
- 6105621
- Firm CRD
- 286129