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Joan Geurkink Lawson

Hilltop Securities Inc.

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About Joan Geurkink Lawson

Joan Lawson is a financial professional with over 30 years of experience in the financial services industry. Joan is registered with Hilltop Securities Inc. She is a CERTIFIED FINANCIAL PLANNER™ professional. Joan provides financial planning, education seminars and portfolio management for individuals. Joan is also registered as an investment advisor representative in Arkansas, California, Colorado, Delaware, Kansas, Michigan, New York, Oklahoma, Oregon and Texas.

Firm Information

Joan Lawson 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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Joan Lawson’s Registration & Firm History

OK

06/05/2009 - Present

Hilltop Securities Inc. (NORMAN OK)

OK

07/11/1994 - 06/16/2009

CITIGROUP GLOBAL MARKETS INC. (NORMAN OK)

NY

10/11/1992 - 07/22/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

12/05/1990 - 09/09/1992

PARK AVENUE SECURITIES, INC.

NA

08/23/1988 - 12/15/1988

LEO OPPENHEIM & CO., INC.

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Licenses & Designations

IA

Issued 02/22/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1988

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 Joan Geurkink Lawson.
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