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Cailey Nicole Bracken

Hilltop Securities Inc.

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About Cailey Nicole Bracken

Cailey Bracken is a registered representative at Hilltop Securities Inc. and Momentum Independent Network Inc. Cailey has been in the financial industry since 2018 and is registered in 52 states and Washington, D.C. Cailey holds a Series 7, Series 63, Series 66, and Series 24 license and is a registered Investment Advisor Representative.

Firm Information

Cailey Bracken 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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Cailey Bracken’s Registration & Firm History

TX

08/22/2024 - Present

Hilltop Securities Inc. (DALLAS TX)

TX

08/24/2022 - 05/17/2024

LPL FINANCIAL LLC (DALLAS TX)

TX

01/17/2018 - 06/23/2022

CHARLES SCHWAB & CO., INC. (Westlake TX)

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Licenses & Designations

BOTH

Issued 08/21/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/21/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2018

Series 7 - General Securities Representative 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 Cailey Nicole Bracken.
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