Alexis Correa (CRD# 6996147) is an Investment Advisor Representative working at Hilltop Securities Inc. in Austin, TX and has over 5 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hilltop Securities | Austin, TX | May 2022 - Current | 2 |
| City Of Austin Treasury Department | Austin, TX | Apr 2021 - May 2022 | 1 |
| Make-a-wish Arizona | Scottsdale, AZ | Jan 2019 - Apr 2021 | 2 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Aug 2018 - Jan 2019 | < 1 |
| Texas State Univeristy | San Marcos, TX | Mar 2016 - May 2018 | 2 |
| Texas State University | San Marcos, TX | Aug 2014 - May 2018 | 3 |
| Brandon K Moore Cpa | Cedar Park, TX | Feb 2017 - Mar 2017 | < 1 |
| Ecco Outlet | San Marcos, TX | Aug 2015 - Aug 2016 | 1 |
| Mt. Playmore | Austin, TX | May 2015 - Aug 2015 | < 1 |
| Mt. Playmore | Austin, TX | Jan 2015 - Jan 2015 | < 1 |
| California Pizza Kitchen | Austin, TX | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- FL
- TX
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Total Assets Under Management1,866MILLIONS
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Total Number of Accounts4,546ACCOUNTS
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Average Account Value$410,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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