Kristopher
Field

Hilltop Securities Inc

CRD#4603208
Investment Advisor
in Dallas, TX

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About this Advisor

Kristopher Field is a financial advisor based in Dallas, Texas, who has 12 years in the industry. Field is on the advisory team at Hilltop Securities Inc. Their career trajectory has included roles at Field Wealth Management, Daymark Realty Advisors, Primex, Jrl Capital Advisors LLC, Jrl Capital Corporation, Glp Investment Services, LLC, N/A, Meridian Pacific Properties, Bradley Woods & Co. LTD, Bbva Wealth Solutions Inc, Pnc Investments, Hilltop Securities, Equity Build, Compass Bank, Bbva Compass Insurance Agency Inc and Bbva Securities Inc. Field holds Series 66, Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Arkansas, North Carolina and Texas. Hilltop Securities Inc is a registered investment firm headquartered in Dallas, Texas. The company has offices in 20 locations and a total of 105 people on staff. It manages $2 billion in assets under management between its 4,574 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 10 charitable organizations. Of its 4,574 customer accounts, just 14% are associated with high-net-worth clients who have at least $1 million in investable assets. Hilltop Securities Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually vary depending on the type of financial services offered. Fees charged by Hilltop Securities Inc likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, Series 65

Years of Experience

12 years

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

Disclosures

Yes

Office Location

717 N. Harwood Street Suite 3400
Dallas, TX 75201

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Hilltop Securities Inc Brokerage Details

Total Assets Under Management

$2,019,855,669

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

105

TX Average: 49
Total Number of Accounts

4,574

TX Average: 2,315
Average Account Size

$441,595

TX Average: $1,314,358

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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

Kristopher Field Work History

Kristopher has 12 years of experience.

2022 - Present (0 year)

Hilltop Securities

2021 - Present (1 year)

Pnc Investments

2019 - 2021 (2 years)

Bbva Wealth Solutions Inc

2019 - 2021 (2 years)

Compass Bank

2019 - 2021 (2 years)

Bbva Compass Insurance Agency Inc

2019 - 2021 (2 years)

Bbva Securities Inc

2018 - 2018 (< 1 year)

Bradley Woods & Co. LTD

2017 - 2018 (1 year)

Equity Build

2016 - 2017 (1 year)

Glp Investment Services, LLC

2014 - 2016 (2 years)

N/A

2013 - 2014 (1 year)

Jrl Capital Advisors LLC

2013 - 2014 (1 year)

Jrl Capital Corporation

2013 - 2016 (3 years)

Meridian Pacific Properties

2012 - 2012 (< 1 year)

Daymark Realty Advisors

2012 - 2013 (1 year)

Primex

2010 - 2016 (6 years)

Field Wealth Management

Disclosures

Kristopher Field has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Hilltop Securities Inc

Michael Agol
League City, TX
Robert Morales
Dallas, TX
Clint Auttonberry
League City, TX
Donald Burrows
League City, TX
Samuel Armijo
Sherman Oaks, CA
Nicholas Mcmahan
Austin, TX
Patrick Deist
Dallas, TX
Steven Balaban
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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