Traci
Kurtz
Hilltop Securities Inc
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About this Advisor
Traci Kurtz is a financial advisor based in Dallas, Texas, working with Hilltop Securities Inc. Traci has previously held positions at Next Financial Group Inc, Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, First Allied Securities, Hilltop Securities Inc, and Cetera Advisors LLC. Traci has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Traci is part of Hilltop Securities Inc, which operates out of Dallas, 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
Services Offered
Fee Structure
Office Location
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Hilltop Securities Inc Brokerage Details
$1,866,292,572
113
4,546
$410,535
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
Traci Kurtz Work History
Hilltop Securities Inc
Cetera Advisor Networks LLC
Cetera Financial Specialists LLC
Cetera Investment Services LLC
First Allied Securities
Cetera Advisors LLC
Hilltop Securities Inc
Next Financial Group Inc
Disclosures
Please visit the SEC profile of Traci Kurtz 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
Dallas, TX
Austin, TX
Solana Beach, CA
Dallas, TX
Austin, TX
Austin, TX
Dallas, TX
Austin, TX
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