MC
MC

Michael Campbell

45 Years of Experience
Dallas, TX
Broker

Michael Campbell is a registered investment advisor at Hilltop Securities INC., based in Dallas, TX, with 45 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
180 advisors
Number of Clients
2,241 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

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.

Loading...

Location

8201 Preston Rd., Suite 600, Dallas, TX, 75225

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Hilltop Securities INC.
May 2009 - Present · 17 yrs
Hilltop Securities INC.Broker
May 2009 - Present · 17 yrs
Previous Registrations
UBS Financial Services INC.Broker
January 1991 - May 2009 · 18 yrs 4 mos
UBS Financial Services INC.
January 1991 - May 2009 · 18 yrs 4 mos
Rotan Mosle INC.Broker
December 1985 - January 1991 · 5 yrs 1 mo
Shearson Lehman Brothers INC.Broker
September 1984 - December 1985 · 1 yr 3 mos
Pebsco Securities CORP.Broker
January 1981 - September 1984 · 3 yrs 8 mos
State Registrations13 states
AKARAZCOFLMDMONCNYOHOKTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.