Lear Investment Management

Lear Investment Management (CRD# 174119) is a financial advisory firm headquartered in Dallas, TX. They manage $130,679,288 in 282 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    282
    ACCOUNTS
  • Average Account Value
    $463,402
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Lear Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
Frederick W. Lear
CRD#: 2797286
3102 Oak Lawn Avenue, Suite 610, Dallas, TX 75219
93
Wealthminder
score

Frederick Lear (CRD# 2797286) is an Investment Advisor Representative working at Lear Investment Management in Dallas, TX and has over 21 years of experience in the finance industry.

2
Cody L. Lummus
CRD#: 5565377
3102 Oak Lawn Avenue, Suite 610, Dallas, TX 75219
93
Wealthminder
score

Cody Lummus (CRD# 5565377) is an Investment Advisor Representative working at Lear Investment Management in Dallas, TX and has over 9 years of experience in the finance industry.

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