Best Investors Account Sign in

Carla Varvel Ferreri Worsham

Frost Investment Services

San Antonio, TX

Bee Cave, TX

Claim This Profile
Current Employers
Frost Investment Services

111 West Houston Street, San Antonio, TX 78205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-11
  • TX RA
    APPROVED_RES
    Since 2024-09-11

Branch Locations

111 West Houston Street, San Antonio, TX 78205 • United States

12532 Fm 2244 Rd Ste 150, Bee Cave, TX 78738 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Frost National Bank Austin TX 11/1984 Present
Frost Brokerage Services, Inc. Austin TX 08/1997 Present
  • 11/1984 → Present
    Frost National Bank
    Austin, TX
  • 08/1997 → Present
    Frost Brokerage Services, Inc.
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-05-28
  • S63 Uniform Securities Agent State Law Examination
    1998-05-28
Other Names
  • Carla Marie Ferreri

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1900 WEALTH
ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS

Other Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY
JASON MATTHEW PORTER
John David Carrillo
Klinton Chi-Chuen Law
Erik Carl Munson
Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor