Faith Morris
Investment adviser representative at Frost Investment Services
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
10 years in the industry.
- Frost Investment ServicesNov 2025 to now
- Frost Brokerage Services, IncJan 2024 to now
- J.P. Morgan Securities LLCJul 2023 to Oct 2023
- UnemployedDec 2022 to Jun 2023
- AetnaApr 2022 to Nov 2022
- WellcareApr 2022 to Nov 2022
- United Health CareMar 2022 to Nov 2022
- HumanaFeb 2022 to Nov 2022
- Golf Club of Texas, San AntonioMar 2019 to Aug 2019
- Transamerica Financial Advisors, IncOct 2018 to Oct 2022
- 3d Realty and Property ManagementDec 2016 to Jan 2021
- United Health ProducersOct 2016 to Oct 2018
- World Financial Group, Inc.Aug 2016 to Oct 2022
- Coldwell Banker D'ann Harper RealtorsAug 2016 to Nov 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
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
- 6138407
- Firm CRD
- 286129