Charles
Burford

Hilltop Securities Independent Network Inc

CRD#1658201
Investment Advisor
in Dallas, TX
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About this Advisor

Charles Burford is a chartered financial analyst who works in Dallas, Texas, who has 23 years of experience as a financial advisor. Burford is an employee of Hilltop Securities Independent Network Inc. They have spent their complete employment at Hilltop Securities Independent Network Inc. Burford holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Hilltop Securities Independent Network Inc is a registered investment business that has its headquarters in Dallas, Texas. The company has offices in 93 locations and a total of 127 financial advisors. It manages $402 million in assets between its 1,747 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises five charitable organizations. The advisory firm performs a number of services, such as portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules depend on the financial services offered. However, fee types charged by Hilltop Securities Independent Network Inc likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

23 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

7001 Preston Rd Suite 300 Lb32
Dallas, TX 75205

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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

Charles Burford Work History

Charles has 23 years of experience.

1995 - Present (24 years)

Sws Financial Services

Disclosures

Charles Burford has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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