Lear Investment Management

Lear Investment Management (CRD# 174119) is a financial advisory firm headquartered in Dallas, TX. They manage $573,137,124 in 254 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    573
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $2,256,445
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, MN, NY, TX, VT

Financial Advisors at Lear Investment Management
Showing 1 - 4 of 4 top financial advisors.
1
Frederick W. Lear
CRD#: 2797286
2911 Turtle Creek Boulevard, Suite 920, Dallas, TX 75219

Frederick Lear (CRD# 2797286) is an Investment Advisor Representative working at Lear Investment Management in Dallas, TX and has over 27 years of experience in the finance industry.

2
Lynn Sandt
CRD#: 3159428
2911 Turtle Creek Boulevard, Suite 920, Dallas, TX 75219

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.

3
James C. Scanlon
CRD#: 2839221
2911 Turtle Creek Boulevard, Suite 920, Dallas, TX 75219

James Scanlon (CRD# 2839221) is an Investment Advisor Representative working at Lear Investment Management in Dallas, TX and has over 24 years of experience in the finance industry.

4
James A. Warner
CRD#: 4657145
2911 Turtle Creek Boulevard, Suite 920, Dallas, TX 75219

James Warner (CRD# 4657145) is an Investment Advisor Representative working at Lear Investment Management in Dallas, TX and has over 20 years of experience in the finance industry.

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