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David Chappelle

Hilltop Securities Inc.

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About David Chappelle

David Chappelle is a financial professional with over 3 years of experience in the industry. David is currently registered with Hilltop Securities Inc. in Dallas, TX. Previously, David was registered with J.P. MORGAN SECURITIES LLC in Fort Worth, TX and PFS INVESTMENTS INC. in Duncanville, TX. David holds the Series 63, Series 6TO and SIE licenses. David specializes in providing financial planning services, educational seminars and portfolio management for individuals. David is also registered to provide investment advisory services for clients.

Firm Information

David Chappelle 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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David Chappelle’s Registration & Firm History

TX

04/15/2024 - Present

Hilltop Securities Inc. (DALLAS TX)

TX

12/12/2022 - 04/10/2024

J.P. MORGAN SECURITIES LLC (FT. WORTH TX)

TX

01/01/2021 - 12/02/2022

PFS INVESTMENTS INC. (DUNCANVILLE TX)

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Licenses & Designations

BC

Issued 02/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Chappelle.
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