HilltopSecurities Hybrid Platform

Just like no two clients are the same, every advisor’s business should be individualized to their practice. That’s why we provide you with the freedom and flexibility to advance your practice through the Hybrid model.

As a Hybrid RIA, you have the ability to run your own RIA with the support from us on your transactional business. You’ll also be provided with services and tools that help advance your business including:

Practice Management

From marketing assistance to business development programs, our dedicated team puts you in a position to successfully advance your practice.

Transition Team

Making the decision to move your practice can seem daunting, but it doesn’t have to. We provide best-in-class transition services that make sure your move honors any existing obligations and limits unnecessary downtime.

Access to Wide Range of Products

You’ll have the same amount of access to products that our other affiliation platforms have including a variety of investment, fixed income and insurance solutions.

Additional Options

You’ll have the opportunity to access to our turn-key advisory platform, including trading, billing and performance reporting.

Recognize your worth. Contact us today to discuss your potential earnings.

As a Hybrid RIA, you have the ability to run your own RIA with the support from us on your transactional business. You’ll also be provided with services and tools that help advance your business including:

Practice Management

From marketing assistance to business development programs, our dedicated team puts you in a position to successfully advance your practice.

Transition Team

Making the decision to move your practice can seem daunting, but it doesn’t have to. We provide best-in-class transition services that make sure your move honors any existing obligations and limits unnecessary downtime.

Access to Wide Range of Products

You’ll have the same amount of access to products that our other affiliation platforms have including a variety of investment, fixed income and insurance solutions.

Additional Options

You’ll have the opportunity to access to our turn-key advisory platform, including trading, billing and performance reporting.

Recognize your worth. Contact us today to discuss your potential earnings.

Your team is more than just the people who work in your office—it’s the entire HilltopSecurities Independent Network family. From senior management, practice development resources and product specialists to the transition team and back-office support, we’re here to help.

Dave Geschke
President of HilltopSecurities Independent Network
Senior Managing Director of Wealth Management

Will Nelson
Managing Director, Head of HilltopSecurities Independent Network

Shanelle Pruneda
Vice President of Client Service and Support
HilltopSecurities Independent Network

 

Middle Office Support
While you may be independent that doesn’t mean you’re alone. Our client-service departments are staffed with friendly and knowledgeable people who are your contacts for the long-term. We focus on building relationships with advisors so that fast, friendly counsel and service is the rule, not the exception.

Want to know more about our team? Contact us today.

Your team is more than just the people who work in your office—it’s the entire HilltopSecurities Independent Network family. From senior management, practice development resources and product specialists to the transition team and back-office support, we’re here to help.

Dave Geschke
President of HilltopSecurities Independent Network
Senior Managing Director of Wealth Management

Will Nelson
Managing Director, Head of HilltopSecurities Independent Network

Shanelle Pruneda
Vice President of Client Service and Support
HilltopSecurities Independent Network

 

Middle Office Support
While you may be independent that doesn’t mean you’re alone. Our client-service departments are staffed with friendly and knowledgeable people who are your contacts for the long-term. We focus on building relationships with advisors so that fast, friendly counsel and service is the rule, not the exception.

Want to know more about our team? Contact us today.

We understand transitioning your business model is an adjustment and one that needs to be made on your timeline. If you’re thinking about going Hybrid, but you’re not ready to take the plunge you can join our corporate RIA and we will help you transition to Hybrid RIA.

And since we’re a custodian, you can transition to an independent RIA and continue to work with the same great people and systems you and your clients have been accustomed to.

We work to proactively understand your definition of success and provide you with adaptable plans to help accomplish your evolving goals so we encourage you to speak with us about your unique situation.

Ready to discuss how we can take your independence to the next level? Contact us today.

We understand transitioning your business model is an adjustment and one that needs to be made on your timeline. If you’re thinking about going Hybrid, but you’re not ready to take the plunge you can join our corporate RIA and we will help you transition to Hybrid RIA.

And since we’re a custodian, you can transition to an independent RIA and continue to work with the same great people and systems you and your clients have been accustomed to.

We work to proactively understand your definition of success and provide you with adaptable plans to help accomplish your evolving goals so we encourage you to speak with us about your unique situation.

Ready to discuss how we can take your independence to the next level? Contact us today.


×
;