FM
ChFC
FM
ChFC

Faith Morris

7 Years of Experience
San Antonio, TX
Broker

Faith Morris is a ChFC-designated registered investment advisor at Frost Investment Services, based in San Antonio, TX, with 7 years of industry experience. Faith 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.

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.

Loading...

Location

111 West Houston Street, San Antonio, TX, 78205

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 →
Employment History
Current Registrations
Frost Investment Services
November 2025 - Present · 11 mos
Frost Brokerage Services, INC.Broker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2023 - October 2023 · 2 mos
J.P. Morgan Securities LLC
August 2023 - October 2023 · 2 mos
Transamerica Financial Advisors, INC.
October 2022 - October 2022 · 0 mos
Transamerica Financial Advisors, INCBroker
January 2019 - October 2022 · 3 yrs 9 mos
Metlife Investors Distribution CompanyBroker
December 2012 - August 2013 · 8 mos
New England SecuritiesBroker
December 2012 - August 2013 · 8 mos
State Registrations17 states
AKALARAZCACOCTMIMOMSOHORSCTXUTWAWI
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