Henry
Macfarland
Hilltop Securities Inc
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About this Advisor
Henry Macfarland is a financial advisor based in Dallas, Texas, working with Hilltop Securities Inc. Henry has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, College For Financial Planning, Girard Securities, Consistent Values, Weath Advisor, Asset One, LLC, Schwab Private Client Investment Advisory, Hilltop Securities Inc, and Schwab Wealth Investment Advisory, Inc. Henry has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Henry is part of Hilltop Securities Inc, which operates out of Dallas, Texas. The firm has 17 offices and 113 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Hilltop Securities Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hilltop Securities Inc Brokerage Details
$1,866,292,572
113
4,546
$410,535
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Henry Macfarland Work History
Hilltop Securities Inc
Schwab Private Client Investment Advisory
Schwab Wealth Investment Advisory, Inc
Charles Schwab & Co., Inc
College For Financial Planning
Girard Securities
Consistent Values, Weath Advisor
Asset One, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
Disclosures
Please visit the SEC profile of Henry Macfarland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hilltop Securities Inc
Dallas, TX
Austin, TX
Dallas, TX
Dallas, TX
Dallas, TX
Austin, TX
Austin, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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