Dudley Lehmer
Dudley Lehmer is a registered investment advisor at Pinkerton Wealth Partners, based in Conroe, TX, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,262 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual investment advisory fee varies up to 2.0% based on account value, asset types, financial situation, and trading activity, and is negotiable. Affiliate True Freedom, LLC may charge an additional sub-advisor fee up to 0.8%.
Fee Estimator
Location
2040 N Loop 336 West, Suite 125, Conroe, TX, 77304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dudley is the owner/CEO of Total Seminars, LLC, a computer repair training service, spending about half his time on it. He also owns Storefront Realty, LLC and GapTracker, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Pinkerton Wealth Partners
Previous Registrations
Wootton Financial Group INC
Eagle Mountain Advisors, LLC
Eagle Mountain Advisors LLC
State Registrations1 state
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
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