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Stephanie Vosper

Frost Investment Services
16 Years of Experience
Plano, TX
1 DisclosureBroker
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Stephanie Vosper is a registered investment advisor at Frost Investment Services, based in Plano, TX, with 16 years of industry experience. Stephanie 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

5021 W Park Blvd, Plano, TX, 75093

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History

Regulatory History (1)
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Criminal
March 2014
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Frost Investment Services
January 2022 - Present · 4 yrs 9 mos
Frost Brokerage Services, INC.Broker
March 2016 - Present · 10 yrs 7 mos
Frost Brokerage Services, INC.
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Frost Investment Services
June 2017 - December 2021 · 4 yrs 6 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2015 · 2 yrs 9 mos
J.P. Morgan Securities LLC
October 2012 - July 2015 · 2 yrs 9 mos
Chase Investment Services CORP.
February 2010 - October 2012 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
February 2010 - October 2012 · 2 yrs 8 mos
Edward Jones
March 2009 - January 2010 · 10 mos
Edward JonesBroker
January 2009 - January 2010 · 1 yr
State Registrations1 state
TX
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.
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