Christine Dillon Kellogg
Investment adviser representative at Frost Investment Services
12 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
12 years in the industry.
- Frost Investment ServicesJul 2023 to now
- Frost Brokerage Services, Inc.Jun 2023 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2023
- Wells Fargo Advisors LLCMar 2016 to Nov 2016
- Wells Fargo Bank, NAAug 2014 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
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
- 6627120
- Firm CRD
- 286129