AdvisorOS Directory
Claim Profile
Unclaimed Profile
JV

Julie Ann Villarreal

SOUTHWEST SECURITIES, INC.·DALLAS, Texas
SIE, Series 3, Series 7, Series 53, Series 63Clean recordSOUTHWEST SECURITIES, INC.
1201 ELM STREET, SUITE 3500, DALLAS, TX 75270CRD# 1381332Firm CRD# 6220

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Ann Villarreal · DALLAS, TX
Registration
CRD #1381332 · SOUTHWEST SECURITIES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HILLTOP SECURITIES INC.
CRD 6220 · SEC 801-55529
AUM
$1.9B
Regulatory assets under management
Employees
113
4,546 client accounts
Services offered by HILLTOP SECURITIES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HILLTOP SECURITIES INC. →
Introduction

Speak with Julie Ann

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Julie Ann is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Julie Ann Villarreal offer?
Julie Ann Villarreal specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Julie Ann Villarreal's credentials?
Julie Ann Villarreal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Villarreal located?
Julie Ann Villarreal is based in DALLAS, Texas, working with SOUTHWEST SECURITIES, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Julie Ann Villarreal charge for services?
Julie Ann Villarreal's firm is compensated through percentage of aum, hourly charges, subscription fees, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHWEST SECURITIES, INC.?
SOUTHWEST SECURITIES, INC. has approximately 113 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SOUTHWEST SECURITIES, INC.

Laura Bonnell Alexander
DALLAS, TX
Richard Henry Litton
DALLAS, TX
Daniel Roger Leland
DALLAS, TX
Maria Teresa Aguilera-Peon
DALLAS, TX
Robert Lincoln Nash
DALLAS, TX
Anthony Charles Berends
DALLAS, TX

More Advisors in DALLAS, Texas

Diane Lynn Tobin
CH INVESTMENT PARTNERS, LLC·DALLAS, TX
Michael Stephen Thomas
WEBS CREEK CAPITAL MANAGEMENT LP·DALLAS, TX
Ashley Davis Blanchette
RGT WEALTH ADVISORS, LLC·DALLAS, TX
Bryan Mark Rigg
RIGG WEALTH MANAGEMENT, LLC·DALLAS, TX
CFP
Steven Anthony Helland
SSR CAPITAL PARTNERS, LP·DALLAS, TX
Joshua Stephan Friedman
CANYON CLO ADVISORS LP·DALLAS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)SOUTHLAKE (29)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile