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Dudley Irwin Lehmer

Investment adviser representative at Pinkerton Wealth Partners
31 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

31 years in the industry.

  1. Pinkerton Wealth PartnersMar 2026 to now
  2. Game Plan Advisors, Inc.Jul 2015 to Mar 2026
  3. Eagle Mountain Advisors LLCJun 2008 to Jan 2018
  4. Total SeminarsFeb 1995 to May 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987
  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 1 state (TX).

Pinkerton Wealth Partners

Legal name: Pinkerton Wealth, LLC

$1.4BAssets managed
1,262Clients
17Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1692295
Firm CRD
120973
Advisor's SEC record (opens in a new tab)
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