Myles
Mccormick

Hilltop Securities Independent Network Inc

CRD#2418861
Investment Advisor
in Dallas, TX
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About this Advisor

Myles Mccormick is a certified financial planner in Dallas, Texas. Currently an investment advisor with Hilltop Securities Independent Network Inc, they have gathered 10 years of practice in the financial advisory industry. Mccormick has Series 63, Series 65 and Series 66 licenses, designating the advisor as both a securities agent and an investment advisor representative. Mccormick is able to act as an advisor based out of Illinois, Massachusetts, New Jersey and Maryland. Mccormick has worked their entire career at Hilltop Securities Independent Network Inc. Hilltop Securities Independent Network Inc is headquartered in Dallas, Texas, and has 93 brick-and-mortar locations in the country. Overall, Hilltop Securities Independent Network Inc oversees $402 million in assets throughout 1,747 accounts and retains more than 127 people. The level of assets currently under the firm's management places it among the bigger firms in the country. The firm manages 406 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 1,747 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Hilltop Securities Independent Network Inc offers portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

No

Office Location

1201 Elm Street Suite 3500
Dallas, TX 75270

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Hilltop Securities Independent Network Inc Brokerage Details

Total Assets Under Management

$402,282,494

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

127

TX Average: 49
Total Number of Accounts

1,747

TX Average: 2,315
Average Account Size

$230,270

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Myles Mccormick Work History

Myles has 10 years of experience.

2008 - Present (11 years)

Sws Financial Services

Disclosures

Myles Mccormick has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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