Paul
Kakimoto
Hilltop Securities Inc
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About this Advisor
Paul Kakimoto is a financial advisor operating out of Dallas, Texas who has 15 years of industry experience. Kakimoto works at Hilltop Securities Inc. They have spent their whole time as a financial advisor at Hilltop Securities Inc. Kakimoto has a Series 63 license, certifying them as a securities broker, and is registered to advise clients in California, Kentucky, Oregon and Texas. Hilltop Securities Inc is a registered investment company based in Dallas, TX. The company has offices in 16 locations and a total of 113 people on staff. It administers $2 billion in assets under management across its 4,476 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves seven charitable organizations. 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 provides a wide array 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 fees vary depending on the financial services. Fee types charged by Hilltop Securities Inc can be comprised of 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
Paul Kakimoto Work History
Paul has been registered as a financial advisor for 15 years.*
Hilltop Securities 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 Paul Kakimoto 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
Sherman Oaks, CA
Dallas, TX
Austin, TX
Austin, TX
Austin, TX
Monterey, CA
Dallas, TX
Sherman Oaks, CA
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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