Unclaimed Profile

Eric Jay Marshall

HODGES CAPITAL MANAGEMENT INC·DALLAS, Texas

SIE, Series 7, Series 24, Series 63, Series 65, Series 86, Series 87CFA24 years registeredHODGES CAPITAL MANAGEMENT INC

2905 MAPLE AVE, DALLAS, TX 75201CRD# 2981115Firm CRD# 110080

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Jay Marshall · DALLAS, TX

Registration

CRD #2981115 · HODGES CAPITAL MANAGEMENT INC · 24 years registered

Brand Profile

Not yet started

Career History

HODGES CAPITAL MANAGEMENT INC

Feb 2002 – present

FIRST DALLAS SECURITIES, INC.

Apr 2006 – Nov 2011

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · February 8, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

2008Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

HODGES CAPITAL MANAGEMENT INC

CRD 110080 · SEC 801-35811

AUM

$1.1B

Regulatory assets under management

Employees

439 client accounts

Services offered by HODGES CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at HODGES CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Eric Jay Marshall offer?

Eric Jay Marshall specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.

What are Eric Jay Marshall's credentials?

Eric Jay Marshall holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Jay Marshall located?

Eric Jay Marshall is based in DALLAS, Texas, working with HODGES CAPITAL MANAGEMENT INC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Eric Jay Marshall charge for services?

Eric Jay Marshall's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HODGES CAPITAL MANAGEMENT INC?

HODGES CAPITAL MANAGEMENT INC has approximately 20 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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