Tobith
Mckenzie

Hilltop Securities Inc

CRD#1518325
Investment Advisor
in Spring, TX

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About this Advisor

Tobith Mckenzie is a financial advisor based in Spring, Texas, working with Hilltop Securities Inc. Tobith has previously held positions at Wunderlich Securities, Inc, Comerica Securities, Inc, Pnc Investments, and Hilltop Securities Inc. Tobith has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Tobith is part of Hilltop Securities Inc, which operates out of Spring, Texas. The firm has 17 offices and 113 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Hilltop Securities Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

1610 Woodstead Court Suite 355
Spring, TX 77380

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Hilltop Securities Inc Brokerage Details

Total Assets Under Management

$1,866,292,572

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

113

TX Average: 49
Total Number of Accounts

4,546

TX Average: 2,315
Average Account Size

$410,535

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

Tobith Mckenzie Work History

2023 - Present (1 year)

Hilltop Securities Inc

2021 - 2023 (2 years)

Pnc Investments

2015 - 2021 (6 years)

Comerica Securities, Inc

2013 - 2015 (2 years)

Wunderlich Securities, Inc

Disclosures

Please visit the SEC profile of Tobith Mckenzie 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

Hunter Coleman
Austin, TX
Grant Finney
Dallas, TX
Brannon Johnson
Dallas, TX
James Towne
Solana Beach, CA
Traci Kurtz
Dallas, TX
Harold Wright
Dallas, TX
Alexis Correa
Austin, TX
Matthew Gomez
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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