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 working in Dallas, Texas with a total of 1 year of relevant experience. Field works at Hilltop Securities Inc. Over the course of their career, they have held roles at Field Wealth Management, 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 serve investors in Arkansas, North Carolina and Texas. Hilltop Securities Inc is a financial advisory company operating out of Dallas, TX. The investment advisory business has offices in 16 locations and a total of 113 employees. It administers $2 billion in assets under management among its 4,476 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 4,476 accounts, 17% belong to high-net-worth clients who have more than $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. Financial advisory fee schedules usually depend on which services are offered. However, fee types charged by Hilltop Securities Inc can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, Series 65

Years Registered*

1 year

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

717 N. Harwood Street Suite 3400
Dallas, TX 75201

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Hilltop Securities Inc Brokerage Details

Total Assets Under Management

$1,730,433,320

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

113

TX Average: 49
Total Number of Accounts

4,476

TX Average: 2,315
Average Account Size

$386,603

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

Kristopher Field Work History

Kristopher has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hilltop Securities

2021 - Present (3 years)

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 - 2013 (1 year)

Primex

2010 - 2016 (6 years)

Field Wealth Management

*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 Kristopher Field 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

Peter Cappos
Sherman Oaks, CA
William Humphreys
Austin, TX
Robert Morales
Dallas, TX
Patrick Laborde
Austin, TX
Vito D'Angelo
Austin, TX
Diane Binford
Dallas, TX
Christopher Murray
Monterey, CA
Aaron Terry
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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