Michael Francis Lloyd
Investment adviser representative at Hilltop Securities Inc.
16 yearsExperience
1 stateRegistered in
$2.5BFirm assets
28 yearsFirm in business
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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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Hilltop Securities Inc.Jun 2020 to now
- Hilltop Securities Inc.Jun 2019 to Aug 2019
- Trademark Property Co.Sep 2018 to May 2019
- Hilltop Securities Inc.Jun 2018 to Aug 2018
- Texas Christian UniversityAug 2016 to Jun 2020
- Town of DanvilleOct 2014 to Aug 2017
- Tassajara Valley Little LeagueMar 2010 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hilltop Securities Inc.
$2.5BAssets managed
3,407Clients
138Advisers
28 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
- 6968464
- Firm CRD
- 6220