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Roxanna Turner

Hilltop Securities Inc.

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About Roxanna Turner

Roxanna Turner is a financial advisor with over 10 years of experience in the industry. Roxanna is currently registered with Hilltop Securities Inc. and Momentum Independent Network Inc. Roxanna is a Series 6, Series 63 and Series 6TO licensed professional, and also holds the SIE designation. Prior to working with Hilltop Securities Inc. and Momentum Independent Network Inc., Roxanna worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. and CHASE INVESTMENT SERVICES CORP. Roxanna specializes in financial planning and provides portfolio management for individuals.

Firm Information

Roxanna Turner 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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Roxanna Turner’s Registration & Firm History

TX

09/09/2024 - Present

Hilltop Securities Inc. (DALLAS TX)

TX

05/04/2011 - 08/25/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

04/02/2007 - 04/28/2011

CHASE INVESTMENT SERVICES CORP. (COPPELL TX)

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Licenses & Designations

BC

Issued 04/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roxanna Turner.
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