Joshua Black is a CFP-designated registered investment advisor at Frost Investment Services, based in San Antonio, TX, with 11 years of industry experience. Joshua 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3838 Rogers Rd, San Antonio, TX, 78251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua serves on the Finance Committee for the Sammons Center For The Arts, a performing arts organization, dedicating minimal time. His role involves supporting the organization's mission through leadership and strategic governance.
Employment History
Current Registrations
Frost Investment Services
Frost Brokerage Services, INC.
Frost Brokerage Services, INC.Broker
Previous Registrations
Frost Investment Services
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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
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