Charles Bedingfield Lanier

Current Employers

Employment History

• 02/2008 → 10/2019
  1St Global Capital Corp.
  Augusta, GA
• 02/2008 → 10/2019
  1St Global Advisors, Inc.
  Augusta, GA
• 02/2008 → Present
  Fuller, Frost, Lanier Wealth Management, Llc
  Augusta, GA
• 04/2008 → 09/2025
  Avantax Insurance Agency, Llc.
  Augusta, GA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Augusta, GA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Augusta, GA
• 07/2022 → Present
  Lanier-Mccormack Wealth Management
  Augusta, GA
• 07/2025 → Present
  Augusta Symphony League
  Augusta, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Augusta, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Augusta, GA
• 2008-03-03 → 2019-10-25
  1St Global Advisors Inc
  Augusta, GA
• 2005-11-29 → 2008-02-21
  Principal Securities, Inc.
  Augusta, GA
• 2003-05-13 → 2005-11-23
  Peachtree Planning Advisors, Inc.
  Augusta, GA
• 2004-12-07 → 2005-11-18
  Concourse Financial Group Securities, Inc.
  Augusta, GA
• 2003-01-21 → 2004-12-08
  Park Avenue Securities Llc
  Augusta, GA

Other Businesses

1) TORCH CLUB POSITION: Member NATURE: The Torch Club is a national organization and I have been proposed for membership in the local chapter. The Torch Club meets 10 times annually for dinner and interesting speakers. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 3638 Walton Way Ext. Suite 300, Augusta GA 30909, United States DESCRIPTION: Show up, eat, and listen 3) FULLER, FROST, LANIER WEALTH MANAGEMENT, LLC POSITION: PRESIDENT NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 02/18/2008 ADDRESS: 3638 Walton Way Ext, Suite 300, Augusta GA 30909, United States DESCRIPTION: I run the office 4) AUGUSTA COUNTRY CLUB POSITION: Member NATURE: Golf and social membership INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2019 ADDRESS: 655 Milledge Road, Augusta GA 30904, United States DESCRIPTION: I will play golf and use the dining facilities 5) LANIER-MCCORMACK WEALTH MANAGEMENT POSITION: Owner NATURE: We wish to re-brand our entity name from Fuller, Frost, Lanier Wealth Management to Lanier-McCormack Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2022 ADDRESS: 3638 Walton Way Ext., Suite 300, Augusta GA 30909, United States DESCRIPTION: My duties will continue as before: I will own the firm and serve as the senior financial representative. My duties include managing three employees in the firm and an additional two FRs, financial planning for clients, investment sales, insurance sales, monitoring of accounts, reviews of accounts. 6) AUGUSTA SYMPHONY LEAGUE POSITION: President NATURE: The Augusta Symphony League is a support group for the Augusta Symphony. Our membership dues go to support the operation of the symphony. We meet four times annually for social events, and we have speakers who educate us about symphony matters. I understand that I am not to participate in fund raising. That will be easy since the League does not do fund raising. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2025 ADDRESS: 209-7th St, Floor 2, Augusta GA 30901, United States DESCRIPTION: Serve as chairman of the board Preside over board meetings Preside at 4 meetings of the League throughout the symphony season Plan programs for the League meetings 7) AUGUSTA SYMPHONY ORCHESTRA BOARD OF DIRECTORS POSITION: Board member NATURE: The symphony has a board of directors which provides oversight of symphony activities. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2025 ADDRESS: 209-7th St, Floor 2, Augusta GA 30901, United States DESCRIPTION: Participate in the hiring of the symphony director as needed. Help with budgeting for the financial needs of the symphony. Encourage concert attendance in the community.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-04
• S63 Uniform Securities Agent State Law Examination
  1985-04-01

Designations

Other Names

• Chuck Lanier
• Charles Bedingfield Lanier