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Robert W
Series 63, Series 65
Dallas, TX
First Dallas Securities Incorporated
Robert Woodard is a financial advisor at First Dallas Securities Incorporated in Dallas, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at First Dallas Securities since 1990 and has been affiliated with Hodges Capital Management Inc. since 1999. First Dallas Securities serves individual investors, including high-net-worth clients, as well as institutional clients such as trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides discretionary portfolio management focused on equity securities, combining fundamental and technical analysis to create tailored portfolios that may include small- to medium-cap and special-situation investments.
Lee B
Series 66
Dallas, TX
First Dallas Securities Incorporated
Lee Bradshaw is a financial advisor at First Dallas Securities Incorporated with nine years of industry experience. He holds the Series 66 designation and has worked at both Hodges Capital Management and First Dallas Securities since 2017. Bradshaw also worked at Texas State University from 2015 to 2016. First Dallas Securities serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations, managing discretionary equity portfolios with an emphasis on fundamental and technical analysis. The firm operates with a small team and oversees approximately $398 million in discretionary assets.
Carlos E
CFA®, Series 66
Dallas, TX
First Dallas Securities Incorporated
Carlos Esteve is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He has worked at First Dallas Securities Incorporated and Hodges Capital Management Inc. since 2023, and previously was employed by The Vanguard Group, Inc. and Huffines Communities. First Dallas Securities serves individual and institutional clients, including high-net-worth investors, trusts, estates, and charitable organizations. The firm emphasizes discretionary portfolio management with a focus on equity securities, combining fundamental and technical analysis to create portfolios tailored to client objectives.
Callan H
Series 66
Dallas, TX
First Dallas Securities Incorporated
Callan Hirschey is a financial advisor at First Dallas Securities Incorporated with a Series 66 designation and two years of industry experience. His prior work includes roles at Hodges Capital Management and Equitable Advisors, LLC. First Dallas Securities serves individual and institutional clients, offering discretionary portfolio management focused on equity securities. The firm combines fundamental and technical analysis to manage focused or concentrated small- to medium-cap and special-situation equity portfolios tailored to client objectives.
Craig H
Series 63, Series 65
Dallas, TX
First Dallas Securities Incorporated
Craig Hodges is a financial advisor with First Dallas Securities Incorporated and Hodges Capital Management Inc., holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has been with First Dallas Securities since 1989 and founded Hodges Capital Management in 1998. Hodges serves on the investment foundation committee for the YMCA of Metropolitan Dallas and is a board member of the North Texas Crime Commission. First Dallas Securities serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a discretionary, equity-focused investment approach that integrates fundamental and technical analysis, managing accounts primarily through a commission-based, transaction-oriented model.
Charmagne D
Series 66
Dallas, TX
First Dallas Securities Incorporated
Charmagne Darabadey is a Series 66-licensed advisor with First Dallas Securities Incorporated in Dallas, TX, having seven years of industry experience. Prior to joining First Dallas Securities in 2018, she worked at Envestnet Inc. from 2014 to 2018. Darabadey is involved with Tinderwealth, a startup focused on creating an app that connects advisors with clients and facilitates opening accounts to invest in advisor-managed portfolios. First Dallas Securities serves individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs discretionary portfolio management primarily focused on equity securities, combining fundamental and technical analysis to tailor concentrated equity portfolios aligned with client objectives.
Gary B
Series 63, Series 65
Dallas, TX
First Dallas Securities Incorporated
Gary Bradshaw is a financial advisor with First Dallas Securities Incorporated in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at First Dallas Securities since 1990 and at Hodges Capital Management since 2001. Outside of his advisory role, Bradshaw owns and operates a cattle ranch in Cayuga, TX, and serves as a board member of the Soaring Eagle Center, a nonprofit organization in DeSoto, TX. First Dallas Securities serves individual and institutional clients, offering discretionary portfolio management focused on equity securities with a combination of fundamental and technical analysis. The firm manages approximately $398 million in assets and operates through a small advisory team.
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