William
Temple

Hilltop Securities Inc

CRD#2357830
Investment Advisor
in Dallas, TX
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About this Advisor

William Temple is a certified financial planner who is based in Dallas, Texas. Currently a registered advisor with Hilltop Securities Inc, they have accrued 14 years of practice in the financial advisory industry. Temple maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Temple is able to work with investors in Oklahoma and Texas. During their career, Temple has held roles at Sws Financial Services and Southwest Securities. Hilltop Securities Inc is headquartered in Dallas, Texas, and operates out of 16 additional locations throughout the country. In total, 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 makes it one of the bigger investment advisory firms in the United States. The firm manages 1,710 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. 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 offers 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

14 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

Yes

Office Location

1201 Elm Street.. Suite 3500
Dallas, TX 75270

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Hilltop Securities Inc Brokerage Details

Total Assets Under Management

$1,070,587,617

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

158

TX Average: 49
Total Number of Accounts

3,433

TX Average: 2,315
Average Account Size

$311,852

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

William Temple Work History

William has 14 years of experience.

2006 - Present (13 years)

Southwest Securities

2004 - Present (15 years)

Sws Financial Services

Disclosures

William Temple has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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