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Lorne James Standifer

Hilltop Securities Inc.

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About Lorne James Standifer

Lorne James Standifer is a financial advisor with Hilltop Securities Inc. and Hilltop Securities Asset Management, LLC. Lorne is registered with the state of Texas. Lorne has been a financial advisor for over 25 years. Lorne's experience includes providing financial planning, investment advice, and educational seminars. Lorne has specialized in providing financial advice to individuals and businesses. Lorne's past employers include Morgan Stanley Smith Barney and Citigroup Global Markets Inc.

Firm Information

Lorne Standifer 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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Lorne Standifer’s Registration & Firm History

TX

11/18/2009 - Present

Hilltop Securities Inc. (DALLAS TX)

TX

06/01/2009 - 12/10/2009

MORGAN STANLEY SMITH BARNEY (PLANO TX)

TX

05/07/1997 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (PLANO TX)

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Licenses & Designations

BC

Issued 01/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/06/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/1996

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 Lorne James Standifer.
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