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Lanier Financial Group LLC CRD 152945
$236M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
490 N. Milledge Avenue, Athens, GA 30601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uga Athletic Association Inc. | Athens | GA | 02/2014 | Present |
| Catherine Jacobs, Llc | Athens | GA | 08/2014 | Present |
| Lanier Finiancial Group Llc | Athens | GA | 11/2024 | Present |
1) UNIVERSITY OF GEORGIA ATHLETICS; NOT INVESTMENT RELATED; ATHENS, GA; BASEBALL GAMES; TECHNICAL ANALYST; STARTED 2/2014; SPENDS 4 HOURS PER MONTH, NONE DURING TRADING HOURS. 2) Catherine Jacobs, LLC; NOT INVESTMENT RELATED; ATHENS, GA; RETAIL; CFO; STARTED 8/2014; SPENDS 40 HOURS PER WEEK, NONE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-19 |
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