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Ryan Lambert

Hilltop Securities Inc.

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About Ryan Lambert

Ryan Lambert is a financial advisor with over 12 years of experience in the industry. Ryan is currently registered with Hilltop Securities Inc. and has held previous positions with BB&T SECURITIES, LLC and SCOTT & STRINGFELLOW, LLC. Ryan holds the Series 7, Series 31, Series 52TO and Series 66 licenses as well as the SIE exam. Ryan has experience in several areas including portfolio management for individuals and financial planning. Ryan's expertise in the industry and his strong client focus make him a valuable resource for individuals seeking financial advice.

Firm Information

Ryan Lambert 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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Ryan Lambert’s Registration & Firm History

NC

08/13/2024 - Present

Hilltop Securities Inc. (CHARLOTTE NC)

NC

01/02/2013 - 10/02/2015

BB&T SECURITIES, LLC (CHARLOTTE NC)

NC

09/09/2002 - 01/02/2013

SCOTT & STRINGFELLOW, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 09/26/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 07/19/2024

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 09/06/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Ryan Lambert.
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