DL
Dudley I. Lehmer
WOOTTON FINANCIAL GROUP
Conroe, TX 77304
Some features on this profile are disabled
CRD#: 1692295
DL
Professional summary
Dudley Irwin Lehmer is a registered financial advisor currently at WOOTTON FINANCIAL GROUP INC located in Conroe, Texas and PINKERTON WEALTH PARTNERS located in Conroe, Texas.
Dudley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Dudley has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Dudley Irwin Lehmer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 23, 2015 - Present
WOOTTON FINANCIAL GROUP INC
Office #1: Commonwealth Centre 2040 North Loop 336 W, Suite 125, Conroe, TX 77304RIA
CRD#: 114641
Conroe, TX
Current
March 30, 2026 - Present
PINKERTON WEALTH PARTNERS
Office #1: 2040 N Loop 336 West Suite 125, Conroe, TX 77304RIA
CRD#: 120973
CONROE, TX
Past
October 15, 2013 - December 31, 2017
EAGLE MOUNTAIN ADVISORS, LLC
RIA
CRD#: 168565
HOUSTON, TX
Past
June 11, 2009 - December 8, 2011
EAGLE MOUNTAIN ADVISORS LLC
RIA
CRD#: 147606
HOUSTON, TX
Past
July 21, 1987 - June 14, 1995
JPMSI
BD
CRD#: 15733
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PINKERTON WEALTH PARTNERS
CMR FINANCIAL ADVISORS | WOOTTON FINANCIAL GROUP | STOECKLEIN FINANCIAL SERVICES | ROBERT OLSEN INVESTMENT GROUP, LLC | PWP | PRS | PINKERTON WEALTH, LLC | PINKERTON WEALTH PARTNERS LLC | PINKERTON WEALTH PARTNERS | PINKERTON WEALTH MANAGEMENT | PINKERTON RETIREMENT SPECIALISTS, LLC | PINKERTON RETIREMENT SPECIALISTS | PINKERTON PRIVATE WEALTH | PINKERRTON RETIREMENT SPECIALISTS,LLC | OSTLUND WEALTH ADVISORS | LINKED WEALTH | ESTATE STRATEGIES, INC.
CRD#: 120973 / SEC#: 801-71563
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)Idaho
Registered Investment Advisory firm - (10/2/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/23/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PW
PINKERTON WEALTH PARTNERS
CMR FINANCIAL ADVISORS | WOOTTON FINANCIAL GROUP | STOECKLEIN FINANCIAL SERVICES | ROBERT OLSEN INVESTMENT GROUP, LLC | PWP | PRS | PINKERTON WEALTH, LLC | PINKERTON WEALTH PARTNERS LLC | PINKERTON WEALTH PARTNERS | PINKERTON WEALTH MANAGEMENT | PINKERTON RETIREMENT SPECIALISTS, LLC | PINKERTON RETIREMENT SPECIALISTS | PINKERTON PRIVATE WEALTH | PINKERRTON RETIREMENT SPECIALISTS,LLC | OSTLUND WEALTH ADVISORS | LINKED WEALTH | ESTATE STRATEGIES, INC.
CRD#: 120973 / SEC#: 801-71563
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)Idaho
Registered Investment Advisory firm - (10/2/2006 Terminated)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2000 John Loop, Coeur D'alene, ID 83814
Mailing Address
Phone number
(800) 634-2008
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,361 |
| AUM (Assets Under Management) | $ 1,439,082,849 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PINKERTON WEALTH PARTNERS
CRD#: 120973Conroe, TX 77304TRUST BUT VERIFY
Monitor Dudley Lehmer
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
