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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 | 2023-10-19 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synovus Securities, Inc. | Athens | GA | 04/1998 | 10/2019 |
| Synovus Bank | Athens | GA | 03/2006 | 10/2019 |
| Synovus Bank | Athens | GA | 10/2019 | 10/2023 |
| Synovus Securities Inc | Athens | GA | 10/2019 | 10/2023 |
| Lanier Financial Group Llc | Athens | GA | 10/2023 | Present |
LICENSED INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, ATHENS, GA, INSURANCE SALES, 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS, SELLING INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-06-01 |
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