TrueAdvisor
TrueAdvisor
YW
CFP
YW
CFP

Yvette Webb

Frost Investment Services
41 Years of Experience
Houston, TX
Broker
View SEC Summary
View SEC Summary

Yvette Webb is a CFP-designated registered investment advisor at Frost Investment Services, based in Houston, TX, with 41 years of industry experience. Yvette is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,656 clients with $3.7B in assets under management.

Frost Investment Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
162 advisors
IM Fee
Planning only
Assets Under Management
$3.7B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

1700 Post Oak Blvd, Ste 120, Houston, TX, 77056

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Yvette owns and manages rental properties under Rosehill Round Top since 2007, dedicating minimal time. She also owns and operates the Round Top Cooking Channel blog, posting culinary ideas and video demonstrations, which takes about 10-20% of her time.

Employment History
Current Registrations
Frost Investment Services
January 2022 - Present · 4 yrs 9 mos
Frost Brokerage Services, INC.Broker
December 2008 - Present · 17 yrs 10 mos
Previous Registrations
Frost Investment Services
January 2017 - December 2021 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - July 2008 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - July 2008 · 2 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 1984 - July 2005 · 21 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1984 - July 2005 · 21 yrs 1 mo
State Registrations18 states
ARAZCACOFLGAHIILLANCNMNYOHOKTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Houston, TX →All financial advisors in Texas →