Lynn Sandt (CRD# 3159428) is an Investment Advisor Representative working at Lear Investment Management in Dallas, TX and has over 8 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lear Investment Management | Dallas, TX | Apr 2020 - Current | 4 |
| Unemployed | Dallas, TX | Jul 2019 - Mar 2020 | < 1 |
| Principal | Addison, TX | Apr 2019 - Jun 2019 | < 1 |
| Unemployed | Dallas, TX | Jun 2018 - Mar 2019 | < 1 |
| Phlox Capital Management, LLC | Dallas, TX | Sep 2016 - May 2018 | 1 |
| Phlox Capital Management, LLC | Dallas, TX | Jun 2016 - Sep 2016 | < 1 |
| Unemployed | Dallas, TX | Mar 2015 - Jun 2016 | 1 |
| Westwood Management Corp. | Dallas, TX | Jun 2014 - Feb 2015 | < 1 |
| Foreside Fund Services, LLC | Dallas, TX | Jun 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- TX
-
Total Assets Under Management604MILLIONS
-
Total Number of Accounts292ACCOUNTS
-
Average Account Value$2,068,336
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, FL, MA, MN, NY, TX, VT
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