
Email Address
Ric.Kellogg@hilltopsecurities.comPhone Number
(214) 987-5218About Me
Ric Kellogg is a vice president, financial advisor and assistant branch manager with HilltopSecurities’ private client group in Dallas. He has over 23 years of experience serving his clients in the financial service industry. Ric developed a niche practice that serves the needs of senior executives, family-owned businesses, and other select professionals. Ric dedicates his success as a financial advisor through his ability to educate his clients. After consulting with them on their financial goals, Ric walks his clients through constructing a broadly diversified portfolio that is personalized to the client’s objectives, their ability and willingness to accept risk, and proceed with active management and oversight. He is able to translate what are often complex or foreign concepts to the client into language or ideas that are more easily understood.
To deliver a concierge level of service, Ric differentiates himself from his peers by always being on-call for easy access and providing reviews and checkups as frequent as the client desires. Ric considers himself to be the client’s devoted financial partner and sincerely enjoys building relationships with his clients by even extending invitations to have dinner with his family in his home. Ric grew up in a Navy family and graduated from military school in San Marcos, TX before going on to graduate from Texas Tech University. In his spare time, he enjoys golfing, fitness, and is a certified PADI Master Diver. Ric resides with his wife and three children in Colleyville, TX and Las Vegas, NV.
Licenses
- Series 3, 6, 7, 9, 10,24, 63, 65
- Life and Health
- Licensed and Registered in all 50 states
- Certified Financial Planner
- Chartered Retirement Plan Specialist (CRPS)
COMPREHENSIVE PLANNING
FOR EVERY GENERATION
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
ADVANCING YOUR
Financial Pursuits
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.