Nicholas
Mcmahan
Hilltop Securities Inc
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About this Advisor
Nicholas Mcmahan is a financial advisor operating in Austin, Texas with a total of 2 years of industry experience. Mcmahan is currently employed by Hilltop Securities Inc. Their career trajectory has included roles at Compass Bank, Bbva Compass Investment Solutions, Inc, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc and Hilltop Securities Inc. Mcmahan holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California, Florida, New York, South Carolina and Texas. Hilltop Securities Inc is a financial advisory business that has its headquarters in Dallas, TX. The firm has offices in 16 locations and a total of 113 employees. It manages $2 billion in total assets between its 4,476 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 4,476 customer accounts, 17% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Hilltop Securities Inc has a broad range 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 fee schedules usually vary depending on the services provided. However, fee types charged by Hilltop Securities Inc most likely include some 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
Nicholas Mcmahan Work History
Nicholas has been registered as a financial advisor for 2 years.*
Hilltop Securities Inc
Bbva Wealth Solutions Inc
Bbva Securities Inc
Compass Bank
Bbva Compass Investment Solutions, Inc
Bbva Compass Insurance Agency, Inc
*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 Nicholas Mcmahan 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
Austin, TX
Dallas, TX
Sherman Oaks, CA
Austin, TX
Dallas, TX
Austin, TX
Monterey, CA
Austin, 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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