Dudley
Lehmer
Wootton Financial Group Inc
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About this Advisor
Dudley Lehmer is a financial advisor based out of Conroe, Texas with a total of 8 years of relevant experience. Lehmer works at Wootton Financial Group Inc. Throughout their career, they have worked at Total Seminars, Eagle Mountain Advisors LLC, Game Plan Advisors, Inc, Storefront Realty and Gap Tracker. Lehmer has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Texas. Wootton Financial Group Inc is a business operating out of Conroe, TX. It oversees $110 million in assets across its 703 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 703 accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in investable assets. Wootton Financial Group Inc has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice largely are based on which service is provided. Fee types billed by Wootton Financial Group Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wootton Financial Group Inc Brokerage Details
$110,185,593
3
703
$156,736
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dudley Lehmer Work History
Dudley has been registered as a financial advisor for 8 years.*
Storefront Realty
Gap Tracker
Game Plan Advisors, Inc
Total Seminars
Eagle Mountain Advisors LLC
*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 Dudley Lehmer 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 Wootton Financial Group Inc
Conroe, TX
Conroe, TX
Conroe, TX
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