DL
DL

Dudley Irwin Lehmer

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
318 clients
Average Client Portfolio
$426K average
Assets Under Management
$135.3M

Fee Structure

Minimum Investment:$25K
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Location

Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX, 77304

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dudley is the owner/CEO of Total Seminars, LLC, a computer repair training service, spending about half his time on it. He also owns Storefront Realty, LLC and GapTracker, LLC, dedicating minimal time to each.

Employment History
Current Registrations
Wootton Financial Group INC
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Eagle Mountain Advisors, LLC
October 2013 - December 2017 · 4 yrs 2 mos
Eagle Mountain Advisors LLC
June 2009 - December 2011 · 2 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.