First Dallas Securities, Inc.

First Dallas Securities, Inc. (CRD# 24549) is a financial advisory firm headquartered in Dallas, TX. They manage $139,730,834 in 475 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    475
    ACCOUNTS
  • Average Account Value
    $294,170
Compensation Options
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, IL, IN, LA, MN, MO, MS, NC, NE, NM, OH, OK, OR, PA, SC, SD, TX, VA, WI

Financial Advisors at First Dallas Securities, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Michael E. Rask
CRD#: 3194771
2905 Maple Ave., Dallas, TX 75201
93
Wealthminder
score

Michael Rask (CRD# 3194771) is an Investment Advisor Representative working at First Dallas Securities, Inc. in Dallas, TX and has over 17 years of experience in the finance industry.

2
Lisa A. Schonefeld
CRD#: 1734069
2905 Maple Ave., Dallas, TX 75201
93
Wealthminder
score

Lisa Schonefeld (CRD# 1734069) is an Investment Advisor Representative working at First Dallas Securities, Inc. in Dallas, TX and has over 19 years of experience in the finance industry.

3
Gary M. Bradshaw
CRD#: 1389924
2905 Maple Ave., Dallas, TX 75201
83
Wealthminder
score

Gary Bradshaw (CRD# 1389924) is an Investment Advisor Representative working at First Dallas Securities, Inc. in Dallas, TX and has over 31 years of experience in the finance industry.

4
Craig D. Hodges
CRD#: 1714289
2905 Maple Ave., Dallas, TX 75201
83
Wealthminder
score

Craig Hodges (CRD# 1714289) is an Investment Advisor Representative working at First Dallas Securities, Inc. in Dallas, TX and has over 29 years of experience in the finance industry.

5
Robert J. Woodard
CRD#: 1264549
2905 Maple Ave., Dallas, TX 75201
83
Wealthminder
score

Robert Woodard (CRD# 1264549) is an Investment Advisor Representative working at First Dallas Securities, Inc. in Dallas, TX and has over 32 years of experience in the finance industry.

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