Game Plan Advisors, Inc.

Game Plan Advisors, Inc. (CRD# 114641) is a financial advisory firm headquartered in Conroe, TX. They manage $100,017,482 in 839 accounts and serve the financial needs of clients across 0 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    839
    ACCOUNTS
  • Average Account Value
    $119,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Financial Advisors at Game Plan Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
David B. Covey
CRD#: 5038509
Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX 77304
93
Wealthminder
score

David Covey (CRD# 5038509) is an Investment Advisor Representative working at Game Plan Advisors, Inc. in Conroe, TX and has over 10 years of experience in the finance industry.

2
Dudley I. Lehmer
CRD#: 1692295
Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX 77304
93
Wealthminder
score

Dudley Lehmer (CRD# 1692295) is an Investment Advisor Representative working at Game Plan Advisors, Inc. in Conroe, TX and has over 29 years of experience in the finance industry.

3
Christopher J. Wootton
CRD#: 5428911
Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX 77304
93
Wealthminder
score

Christopher Wootton (CRD# 5428911) is an Investment Advisor Representative working at Game Plan Advisors, Inc. in Conroe, TX and has over 8 years of experience in the finance industry.

4
Craig G. Wear
CRD#: 1460884
Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX 77304
83
Wealthminder
score

Craig Wear (CRD# 1460884) is an Investment Advisor Representative working at Game Plan Advisors, Inc. in Conroe, TX and has over 30 years of experience in the finance industry. Craig Wear has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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