Lear Investment Management

Lear Investment Management (CRD# 174119) is a financial advisory firm headquartered in Dallas, TX. They manage $603,954,035 in 292 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2911 Turtle Creek Boulevard, Suite 920, Dallas, TX 75219
http://www.learim.com
By the Numbers
  • Total Assets Under Management
    604
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $2,068,336
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 Lear, financial advisor Dallas TX
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, financial advisor Dallas TX
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 Scanlon, financial advisor Hopkinton MA
James C. Scanlon
CRD#: 2839221
Hopkinton, MA

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

4
James Warner, financial advisor Dallas TX
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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