Brian
Marlar

Hilltop Securities Independent Network Inc

CRD#4543465
Investment Advisor
in Dallas, TX
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About this Advisor

Brian Marlar is a certified financial planner based in Dallas, Texas. Currently a registered financial advisor with Hilltop Securities Independent Network Inc, they have accumulated 10 years of work experience. Marlar holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Marlar is registered to work with customers based out of Texas. Marlar has worked their entire career at Hilltop Securities Independent Network Inc. Hilltop Securities Independent Network Inc is headquartered in Dallas, Texas, and has 93 additional offices throughout the country. In aggregate, Hilltop Securities Independent Network Inc oversees $402 million in assets dispersed across 1,747 accounts and employs more than 127 people. The amount of assets the firm manages makes it one of the larger investment advisory firms in the country. The firm manages 406 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 1,747 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Hilltop Securities Independent Network Inc can provide portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1201 Elm Street Suite 3500
Dallas, TX 75270

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Hilltop Securities Independent Network Inc Brokerage Details

Total Assets Under Management

$421,409,165

TX Average: $3,042,739,679
Total Number of Employees

122

TX Average: 49
Total Number of Accounts

1,920

TX Average: 2,315
Average Account Size

$219,484

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brian Marlar Work History

Brian has 10 years of experience.

2008 - Present (11 years)

Sws Financial Services

Disclosures

Brian Marlar has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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