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James Boyd Robertson

Hilltop Securities Inc.

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About James Boyd Robertson

James Boyd Robertson is a financial professional with over 20 years of experience in the industry. James is currently registered with Hilltop Securities Inc. and has been with the firm since January 2016. James has held previous positions at FIRST SOUTHWEST COMPANY, LLC, STONE & YOUNGBERG LLC, and BANC OF AMERICA SECURITIES LLC. James is licensed in 53 states and holds Series 63, SIE and Series 7 licenses. James is a dedicated financial professional, providing financial planning, educational seminars, and portfolio management for individuals and businesses.

Firm Information

James Robertson 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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James Robertson’s Registration & Firm History

CO

01/22/2016 - Present

Hilltop Securities Inc. (Denver CO)

CO

08/23/2010 - 01/22/2016

FIRST SOUTHWEST COMPANY, LLC (Denver CO)

NY

07/27/2009 - 08/10/2010

STONE & YOUNGBERG LLC (NEW YORK NY)

NY

02/26/2001 - 06/02/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for James Boyd Robertson.
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