Frank Acosta, financial advisor San Antonio TX

Frank Acosta

CRD Number: 2084737
Current Firm: Iht Wealth Management LLC

Frank Acosta (CRD# 2084737) is an Investment Advisor Representative working at Iht Wealth Management LLC in San Antonio, TX and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC San Antonio, TX Dec 2019 - Current 4
Iht Wealth Management LLC San Antonio, TX Dec 2019 - Current 4
Sigma Financial Ann Arbor, MI Oct 2014 - Dec 2019 5
Principal Life Ins Co San Antonio, TX Dec 2013 - Oct 2014 < 1
Princor Financial Services Corp San Antonio, TX Dec 2013 - Oct 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Frank Acosta
Phone Number: 855-295-2828
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,820
    MILLIONS
  • Total Number of Accounts
    20,120
    ACCOUNTS
  • Average Account Value
    $239,586
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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