Ric Kellogg, CFP®, CRPS® in

Ric Kellogg, CFP®, CRPS®

Examiner · DISC type cs
Vice President, Financial Advisor at Hilltop Securities Inc.
📍 Dallas-Fort Worth Metroplex, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
31 Years
Current Role
Vice President, Financial Advisor
Job Level
Senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Ric shows up

Overcautious
Process Oriented
Unexpressive

The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Ric cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2019
Vice President, Financial Advisor
Hilltop Securities Inc.
3-2018 - 7-2019
Wealth Management Advisor
IHT Wealth Management
5-2005 - 3-2018
Wealth Management Advisor, Senior Resident Director
Merrill Lynch
12-1995 - 5-2005
Regional Vice President
Equitable
1-1995 - 10-1995
Auditor, Gas Utilities Division
Railroad Commission of Texas
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1991 - 1994
Bachelor of Business Administration (B.B.A.)
Texas Tech University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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