Vickie
Wise

Hilltop Securities Inc

CRD#1883523
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

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

Disclosures

No

Office Location

8201 Preston Rd. Suite 600
Dallas, TX 75225

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Hilltop Securities Inc Brokerage Details

Total Assets Under Management

$1,101,533,191

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

167

TX Average: 49
Total Number of Accounts

3,761

TX Average: 2,315
Average Account Size

$292,883

TX Average: $1,314,358

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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.

2018 - Present (1 year)

Hilltop Securities, Inc

1998 - 2018 (20 years)

Bok Financial Securities, Inc

Disclosures

Vickie Wise has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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