AdvancingPartnerships
Client focused, technology driven
We understand the ever-changing needs of entrepreneurial broker-dealers and RIAs, because we listen to you. Our approach to cultivating partnerships with every correspondent has made us one of the nation’s largest clearing firms.
DiverseSolutions
Expand your reach
As a HilltopSecurities correspondent, you have access to a suite of comprehensive clearing, trading, and performance reporting platforms that conform to your needs—not the other way around.
LeadingTechnology
Increase your efficiency
We provide you with leading-edge technology that streamlines operations and trading, so you can get back to what’s most important: your clients.
IntelligentTeamwork
Meet Our Clearing Services Team
Lana Calton
Senior Managing Director, Head of Clearing
Senior Managing Director Lana Calton serves as HilltopSecurities’ Head of Clearing Services, responsible for overseeing the firm’s correspondent broker-dealer and registered investment adviser relatio…
Chris Cervantes
Director, Relationship Management & Training
Department / Office Location
Clearing Services / Dallas, Texas
Education
Bachelors of Business Administration & Finance, University of North Texas
Registrations and Qualification Exams*
Series 7, …
Terry A. Kitchens
Relationship Manager
Department / Office Location
Clearing Services/Dallas, Texas
Registrations and Qualification Exams*
Series 7, 24, 63
*To become registered and licensed to offer securities, state and federal law req…
ProfoundSolutions
Designed to Deliver the Right Answer, Right Now
We provide adaptive technology to improve your ability to manage and grow your business. Our proprietary fully-integrated broker workstation combines the comprehensive reporting functionality of portfolio management systems with the transactional capabilities of broker workstations.