Patrick Lovelady is a registered investment advisor at Hilltop Securities INC., based in Amarillo, TX, with 17 years of industry experience. Patrick 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
600 South Tyler Street, Suite 1310, Amarillo, TX, 79101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick holds non-investment board positions for two non-profit organizations: Amarillo College Foundation and Eldon Durrett Scholarship. He attends monthly meetings for the former and bi-annual meetings for the latter, dedicating minimal time to these activities.
Employment History
Current Registrations
Hilltop Securities INC.
Hilltop Securities INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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