Lee
Bradshaw

First Dallas Securities Inc

CRD#6788372
Investment Advisor
in Dallas, TX

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About this Advisor

Lee Bradshaw is a financial advisor working out of Dallas, Texas who has 6 years of relevant experience. Bradshaw is currently employed by First Dallas Securities Inc. Their career trajectory has included roles at First Dallas Securities, Inc, Blinn College, Fish Whisperer Lodge, Texas State University, Jdock Charters and Hodges Capital Management. Bradshaw holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. First Dallas Securities Inc is an advisory business headquartered in Dallas, TX. It handles $221 million in assets across its 330 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advice to three charitable organizations. Of its 330 accounts, 20% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers portfolio management for individuals and small businesses. Fees for financial advice largely vary depending on the financial services. Fee types charged by First Dallas Securities Inc typically consist of commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Commissions

Office Location

2905 Maple Ave.
Dallas, TX 75201

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First Dallas Securities Inc Brokerage Details

Total Assets Under Management

$221,058,883

TX Average: $3,042,739,679
Total Number of Employees

20

TX Average: 49
Total Number of Accounts

330

TX Average: 2,315
Average Account Size

$669,875

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Lee Bradshaw Work History

Lee has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

First Dallas Securities, Inc

2017 - Present (7 years)

Hodges Capital Management

2015 - 2015 (< 1 year)

Jdock Charters

2015 - 2016 (1 year)

Texas State University

2014 - 2014 (< 1 year)

Fish Whisperer Lodge

2014 - 2015 (1 year)

Texas State University

2012 - 2014 (2 years)

Blinn College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lee Bradshaw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Dallas Securities, Inc

Lee Bradshaw
Dallas, TX
Charmagne Darabadey
Dallas, TX
Robert Woodard
Dallas, TX
Gary Bradshaw
Dallas, TX
Craig Hodges
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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