Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
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)
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
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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