Christopher R. Terry

HODGES CAPITAL MANAGEMENT

Dallas, TX 75201

Some features on this profile are disabled

CRD#: 4588240

Professional summary

Christopher Ryan Terry is a registered financial advisor currently at HODGES CAPITAL MANAGEMENT INC located in Dallas, Texas and FIRST DALLAS SECURITIES INCORPORATED located in Dallas, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Christopher has worked at 2 firms and has passed the Series 66, SIE, Series 86, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CFA Society, Dallas Tx, Non Investment Related, Member of the Board of Directors, Started 07/2020, CFA Society is a non-profit org for CFA professionals with an objective to promote ethical financial services, meet/ video conference 4-6 times per year. The organization is a professional society for financial analyst and investment professionals in the North Texas area and provides thought leadership through education, advocacy and engagement for the benefit of the local investment community.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Ryan Terry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 23, 2014 - Present

HODGES CAPITAL MANAGEMENT INC

Office #1: 2905 Maple Ave, Dallas, TX 75201

RIA

CRD#: 110080

Dallas, TX

Current

December 9, 2003 - Present

FIRST DALLAS SECURITIES INCORPORATED

Office #1: 2905 Maple Ave., Dallas, TX 75201

RIA

CRD#: 24549

Dallas, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HODGES CAPITAL MANAGEMENT INC

CRD#: 110080 / SEC#: 801-35811

RIA

Registered Investment Advisory firm - (1/5/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(12/20/2003)

IAR

Texas
(1/23/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/19/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 86

Date: 10/11/2004

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 10/11/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 12/8/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

HODGES CAPITAL MANAGEMENT INC

CRD#: 110080 / SEC#: 801-35811

RIA

Registered Investment Advisory firm - (1/5/1990 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2905 Maple Ave, Dallas, TX 75201

Mailing Address

Phone number

(888) 878-4426

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HODGES PRIVATE CLIENT WRAP BROCHURE-OCT 2025 (10/31/2025)

ADV BROCHURE-OCT 2025 (10/31/2025)

Regulatory assets under management

Total Number of Accounts	448
AUM (Assets Under Management)	$ 1,240,237,495

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christopher R. Terry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Ryan Terry's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST DALLAS SECURITIES INCORPORATED

Primary Firm SEC Registration

HODGES CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2003

SIE

Date: 10/1/2018

Series 86

Date: 10/11/2004

Series 87

Date: 10/11/2004

Series 7

Date: 12/8/2003

FINRA

Current Firm

HODGES CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HODGES CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

Similar Advisors