Lorne
Standifer

Hilltop Securities Inc

CRD#2830743
Investment Advisor
in Dallas, TX

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About this Advisor

Lorne Standifer is a financial advisor operating out of Dallas, Texas with a total of 14 years of industry experience. Standifer works at Hilltop Securities Inc. Over the course of their career, Standifer has held roles at Southwest Securities, Inc and Sws Financial Services. Standifer maintains a Series 63 license, which qualifies them as a securities agent, and is able to work in Texas. Hilltop Securities Inc is an advisory company that has its headquarters in Dallas, TX. The firm has offices in 16 locations and a total of 113 advisors. It controls $2 billion in total assets across its 4,476 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 4,476 customer accounts, 17% belong to high-net-worth investors who have at least $1 million in assets available to invest. Hilltop Securities Inc offers 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. A financial advisor's fees are based on the services provided. Fees charged by Hilltop Securities Inc likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

14 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

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

Lorne Standifer Work History

Lorne has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Southwest Securities, Inc

2009 - Present (15 years)

Sws Financial Services

*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 Lorne Standifer 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

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