Blake Edward Leffingwell
Investment adviser representative at Frost Investment Services
11 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
11 years in the industry.
- Frost Investment ServicesJun 2024 to now
- Frost BankMay 2024 to now
- Frost Brokerage Services, Inc.May 2024 to now
- Cetera Investment Advisers LLCFeb 2024 to May 2024
- Cetera Advisors LLCNov 2023 to May 2024
- 49 Wealth Management, LLCJun 2023 to Nov 2023
- Purshe Kaplan Sterling InvestmentsJun 2022 to Nov 2023
- Thrivent Advisor Network dba 49 FinancialJun 2022 to Dec 2022
- Texas A&m Corps of Cadets HousingAug 2021 to May 2022
- Texas A&m University Residence LifeMay 2021 to Aug 2021
- Texas A&m Corps of Cadets HousingAug 2020 to May 2021
- R Bank TexasMay 2020 to Aug 2020
- R Bank TexasMay 2019 to Aug 2019
- R Bank TexasMay 2018 to Aug 2018
- Texas A&m UniversityAug 2017 to May 2020
- R Bank TexasMay 2017 to Aug 2017
- Hyde Park High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
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
- 7584303
- Firm CRD
- 286129