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Linda Pearl Lehman

Herndon Plant Oakley, Ltd.

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About Linda Pearl Lehman

Linda Lehman is a financial professional with over 20 years of experience in the industry. Linda currently holds a Series 7, Series 31 and Series 66 registration with Herndon Plant Oakley, Ltd. Linda has experience working in a variety of roles including advisory services and portfolio management. Linda has been registered with Herndon Plant Oakley, Ltd. since 2003, and previously worked at MORGAN STANLEY DW INC. Linda is also licensed in Texas.

Firm Information

Linda Lehman is currently registered with Herndon Plant Oakley, Ltd.. Herndon Plant Oakley, Ltd. is a Partnership registered with the SEC and in 44 states. Founded in 1998, the firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Their client base includes individuals (high-net-worth and otherwise), charitable organizations, and other investment advisors. The firm manages approximately $82 million in assets for 263 clients.

$82.05M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Linda Lehman’s Registration & Firm History

TX

10/10/2003 - Present

Herndon Plant Oakley, Ltd. (CORPUS CHRISTI TX)

NY

11/14/2001 - 06/04/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 11/27/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 11/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Pearl Lehman.
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