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Aaron Terry

Hilltop Securities Inc.

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About Aaron Terry

Aaron Terry is a financial advisor with Hilltop Securities Inc. in Dallas, Texas. Aaron has been working in the financial services industry since 2016. Aaron holds Series 7TO, Series 66, and SIE licenses. Aaron is registered with FINRA and is also registered with the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Mississippi, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia and Washington. Aaron has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Aaron Terry is currently registered with Hilltop Securities Inc.. Hilltop Securities Inc. is a corporation formed in 1991 and headquartered in Dallas, Texas. They are a registered investment advisor with over $1 billion in assets under management, serving a diverse client base including individuals, corporations, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, educational seminars, and publication of periodicals. Their website and LinkedIn profile provide further information about their services and team.
Hilltop Securities Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.87B

Assets Under Management

9

Total Clients

402

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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Aaron Terry’s Registration & Firm History

TX

12/26/2024 - Present

Hilltop Securities Inc. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 04/24/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/08/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Aaron Terry.
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