Aaron Terry

Hilltop Securities INC.

4 Years of Experience

Broker

View SEC Summary

Areas of Practice

Alternative Investments

Hilltop Securities INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

174 advisors

Number of Clients

2,241 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$2.3B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

8201 Preston Rd., Suite 600, Dallas, TX, 75225

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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.

Employment History

Current Registrations

Hilltop Securities INC.

April 2021 - Present · 4 yrs 10 mos

Hilltop Securities INC.Broker

March 2021 - Present · 4 yrs 11 mos

State Registrations27 states

AZCACOCTFLGAIDILKSLAMAMDMSNCNHNJNMNVNYOHORPARISCTXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.