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Robert Woodard

41 Years of Experience
3 DisclosuresBroker

Robert Woodard is a registered investment advisor at Hodges Capital Management INC, based in Dallas, TX, with 41 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 448 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
448 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Hodges Capital Management's fees for investment management are based on a percentage of your portfolio, ranging from 0.30% to 1.50% per year. The specific fee depends on the type of account and the investment strategy used. Fees may be negotiable.

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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
Employment History
Current Registrations
Hodges Capital Management INC
June 2012 - Present · 13 yrs 10 mos
First Dallas Securities IncorporatedBroker
June 2012 - Present · 13 yrs 10 mos
First Dallas Securities, INC.
June 2012 - Present · 13 yrs 10 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 IncorporatedBroker
February 1990 - June 2012 · 22 yrs 4 mos
Rauscher Pierce Refsnes, INC.Broker
June 1984 - March 1990 · 5 yrs 9 mos
State Registrations17 states
CACOFLILINKSKYMDNCNDNENMTNTXUTVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.