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Paul Henry Thomas

Investment adviser representative at Frost Investment Services
14 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

14 years in the industry.

  1. Frost Investment ServicesSep 2021 to now
  2. Frost Brokerage Services, Inc.Sep 2021 to now
  3. Frost BankAug 2019 to Aug 2021
  4. Texas TechAug 2015 to May 2023
  5. High SchoolApr 2012 to May 2023

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
7442782
Firm CRD
286129
Advisor's SEC record (opens in a new tab)
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