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Frederick Wayne Lear

Investment adviser representative at Lear Investment Management
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 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 assets

Services the firm offers

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

  • Portfolio management

Experience

12 years in the industry.

  1. Lear Investment ManagementJan 2015 to now
  2. Fwl Investment ManagementDec 2014 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1996
  • Series 63 · Uniform Securities Agent State Law2001

State registrations

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

Lear Investment Management

Legal name: Fwl Investment Management, LLC

$1.2BAssets managed
294Clients
2Advisers
9 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
2797286
Firm CRD
174119
Advisor's SEC record (opens in a new tab)
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