linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Justin Lentz

Hilltop Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua Justin Lentz

Joshua Lentz is a financial advisor with Hilltop Securities Inc. Joshua has been working in the financial services industry since 2013. Joshua has a Series 50, Series 52TO, and Series 63 securities license as well as a Series 65 investment advisor license. Joshua specializes in providing financial planning, investment management, and educational seminars to individuals and businesses. Joshua holds a Series 65, a Series 52TO, a Series 50 and a Series 63 license. Joshua is registered in Arizona, California, Colorado, Florida, Texas, and Utah.

Firm Information

Joshua Lentz 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

12b-1 fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Lentz’s Registration & Firm History

AZ

11/09/2022 - Present

Hilltop Securities Inc. (PHOENIX AZ)

Not sure if Joshua Justin Lentz is right for you?

Licenses & Designations

BC

Issued 12/12/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/05/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/2022

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/28/2022

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2022

Series 50 - Municipal Advisor Representative Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joshua Justin Lentz.
Not sure if Joshua Justin Lentz is right for you?