Victor Medina is a registered investment advisor at Hilltop Securities INC., based in Fort Worth, TX, with 32 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 2,241 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Horizon Program fee is a negotiated annual flat fee, not to exceed 1.75%, billed quarterly in advance. This fee covers investment advice and reporting. The fee is debited from a separate account the client has with Hilltop Securities, not directly from the Horizon account. The value of alternative investments is based on information provided by the product sponsors and administrators, which may be delayed and not current. This fee is in addition to the investment management fees and other expenses charged by the Alternative Investment Funds and Structured Products.
Location
777 Main St., Ste 1525, Fort Worth, TX, 76102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Victor is a part owner of SKM Communications Strategies, LLC, though he has no responsibilities or daily duties. He also serves on the finance committee for Arborlawn United Methodist Church, the advisory board for the Amon Carter Museum, and the investment committee for the United Way of Tarrant County, dedicating minimal time to each.
Employment History
Current Registrations
Hilltop Securities INC.Broker
Hilltop Securities INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations13 states
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