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Robert Jason Woodard
First Dallas Securities, INC.
41 Years of Experience
3 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
First Dallas Securities, INC.
Compensation
Commission-Based
Firm Size
11 advisors
Number of Clients
334 clients
Average Client Portfolio
$890K average
Assets Under Management
$297.3M
Fee Structure
Minimum Investment:
$100K
Financial Planning:
Investment management only
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Location
2905 Maple Ave., Dallas, TX, 75201
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History
Regulatory History (3)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
September 2008
Closed-No Action
Customer Dispute
July 2006
Closed-No Action
Customer Dispute
October 2002
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Hodges Capital Management INC
June 2012 - Present · 13 yrs 8 mos
First Dallas Securities Incorporated
Broker
June 2012 - Present · 13 yrs 8 mos
First Dallas Securities, INC.
June 2012 - Present · 13 yrs 8 mos
Previous Registrations
Wfg Investments, INC.
Broker
June 2012 - June 2012 · 0 mos
First Dallas Securities, INC.
April 2006 - June 2012 · 6 yrs 2 mos
Hodges Capital Management INC
March 2000 - June 2012 · 12 yrs 3 mos
First Dallas Securities Incorporated
Broker
February 1990 - June 2012 · 22 yrs 4 mos
Rauscher Pierce Refsnes, INC.
Broker
June 1984 - March 1990 · 5 yrs 9 mos
State Registrations
17 states
CA
CO
FL
IL
IN
KS
KY
MD
NC
ND
NE
NM
TN
TX
UT
VA
WY
Advisor
Broker
Both
Exams
No exam information available for this advisor.