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Advisors / Ohio / Zanesville
34yrs

Thomas Lear

Financial advisor at Alliant Capital Management

Thomas Lear has worked in the financial industry for 34 years and is a financial advisor based in Zanesville, Ohio. After eight years at Hendley & Co., Thomas joined Alliant Capital Management in 2007, a firm offering investment management. Thomas holds the CFA designation.

One of 57 advisors with offices in Zanesville.

Zanesville, OHCFATop 4% by experience in Zanesville
Call the officeDirections

At a glance

Experience34 years (since 1992)
How that compares ?Top 4% by experience in Zanesville
OfficeZanesville, OH
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.1 million
States licensed ?1 state

Services through Alliant Capital Management

Investment management for individuals and small businessesInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2007 – now
  2. 1999 – 2007

Questions to ask Thomas

Tailored to Thomas’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Thomas

How do I contact Thomas?

Call Alliant Capital Management at (919) 802-8686 and ask for Thomas Lear. Thomas works from the Zanesville, OH office.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 1992, about 34 years. Top 4% by experience in Zanesville.

What licenses does Thomas hold?

Series 63. Tap any license on this page to see what it allows.

Is Thomas a fiduciary?

Thomas is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Thomas paid?

Alliant Capital Management reports being paid by a percentage of the assets they manage. Ask Thomas for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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