Evelyn Marie Burgett
Investment adviser representative at Hilltop Securities Asset Management, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$37.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Hilltop Securities Asset Management, LLCMay 2023 to now
- Hilltop SecuritiesJul 2022 to now
- Avantax Investment Services, Inc.Apr 2022 to Jul 2022
- Hilltop SecuritiesDec 2017 to Mar 2022
- UnemployedJul 2017 to Dec 2017
- TIAAMar 2013 to Jul 2017
- TIAA-CREF Individual & Institutional Services, LLCMar 2013 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hilltop Securities Asset Management, LLC
$37.7BAssets managed
60Clients
25Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2830929
- Firm CRD
- 110760