Wootton Financial Group Inc.

Wootton Financial Group Inc. (CRD# 114641) is a financial advisory firm headquartered in Conroe, TX. They manage $117,038,402 in 724 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX 77304
http://www.woottonfinancial.com
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    724
    ACCOUNTS
  • Average Account Value
    $161,655
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Wootton Financial Group Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David Covey, financial advisor Conroe TX
David B. Covey
CRD#: 5038509
Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX 77304

David Covey (CRD# 5038509) is an Investment Advisor Representative working at Wootton Financial Group Inc. in Conroe, TX and has over 18 years of experience in the finance industry.

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

Dudley Lehmer (CRD# 1692295) is an Investment Advisor Representative working at Wootton Financial Group Inc. in Conroe, TX and has over 36 years of experience in the finance industry.

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

Christopher Wootton (CRD# 5428911) is an Investment Advisor Representative working at Wootton Financial Group Inc. in Conroe, TX and has over 16 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals