AG
AG

Alicia Maria Gonzalez

17 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
178 advisors
Number of Clients
3,179 clients
Average Client Portfolio
$936K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee
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Location

21011 Us Highway 281 N, San Antonio, TX, 78258

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History

Regulatory History (1)
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Judgment / Lien
December 2019
Employment History
Current Registrations
Frost Investment Services
January 2022 - Present · 4 yrs 1 mo
Frost Brokerage Services, INC.
May 2008 - Present · 17 yrs 9 mos
Frost Brokerage Services, INC.Broker
May 2008 - Present · 17 yrs 9 mos
Previous Registrations
Frost Investment Services
October 2017 - December 2021 · 4 yrs 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.