John
Ramey

Hilltop Securities Inc

CRD#7044506
Investment Advisor
in Plano, TX

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About this Advisor

John Ramey is a financial advisor based in Plano, Texas, working with Hilltop Securities Inc. John has previously held positions at TD Ameritrade, Industrial Alliance, and Hilltop Securities Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, John is part of Hilltop Securities Inc, which operates out of Plano, 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

Series 63, Series 65

Services Offered

Financial planning services, 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

Office Location

5601 Granite Parkway Suite 305
Plano, TX 75024

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Hilltop Securities Inc Brokerage Details

Total Assets Under Management

$1,866,292,572

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

113

TX Average: 49
Total Number of Accounts

4,546

TX Average: 2,315
Average Account Size

$410,535

TX Average: $1,314,358

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

John Ramey Work History

2021 - Present (3 years)

Hilltop Securities Inc

2018 - 2021 (3 years)

Td Ameritrade

2009 - 2017 (8 years)

Industrial Alliance

Disclosures

Please visit the SEC profile of John Ramey 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

Grant Finney
Dallas, TX
Hunter Sims
Austin, TX
Matthew Gomez
Austin, TX
Brannon Johnson
Dallas, TX
Alexis Correa
Austin, TX
Hunter Coleman
Austin, TX
David Shechtman
Dallas, TX
Harold Wright
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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