Hilltop Securities Inc
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About this Advisor
Vickie Wise is a certified financial planner whose office is in Dallas, Texas. Currently a registered investment advisor with Hilltop Securities Inc, they have accumulated 20 years of work experience in the financial advisory industry. Wise holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Wise is registered to work with investors in California, Texas and Florida. Wise has gained experience at Bok Financial Securities, Inc and Hilltop Securities, Inc. Hilltop Securities Inc is based out of Dallas, Texas, and has 16 additional brick-and-mortar locations throughout the United States. In aggregate, Hilltop Securities Inc oversees $1 billion in assets throughout 3,433 client accounts and retains more than 158 people. The amount of assets the firm manages places it among the larger firms in the United States. The firm manages 1,710 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 3,433 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Hilltop Securities Inc can offer financial planning services, 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
Years of Experience
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Hilltop Securities Inc Brokerage Details
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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
Vickie Wise Work History
Vickie has 20 years of experience.
Hilltop Securities, Inc
Bok Financial Securities, Inc
Vickie Wise has no disclosures.
Please visit their SEC profile for more details.