Joshua
Greene
Hilltop Securities Inc
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About this Advisor
Joshua Greene is a financial advisor operating out of Dallas, Texas who has 1 year of relevant experience. Greene currently works for Hilltop Securities Inc. Over the course of their career, Greene has held roles at Hilltop Securities, Dallas Baptist University and Secondary Education. Greene holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Hilltop Securities Inc is a financial advisory firm headquartered in Dallas, TX. The investment advisory business has offices in 16 locations and a total of 113 employees. It oversees $2 billion in assets under management across its 4,476 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 4,476 customer accounts, 17% belong to high-net-worth individuals who have greater than $1 million in investable assets. Hilltop Securities Inc has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management vary depending on the type of financial services offered. Fees billed by Hilltop Securities Inc most likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hilltop Securities Inc Brokerage Details
$1,730,433,320
113
4,476
$386,603
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
Joshua Greene Work History
Joshua has been registered as a financial advisor for 1 years.*
Hilltop Securities
Dallas Baptist University
Dallas Baptist University
Secondary Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Greene 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
Monterey, CA
Austin, TX
Austin, TX
Sherman Oaks, CA
Dallas, TX
Austin, TX
Dallas, TX
Dallas, TX
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