Charles Lanier is a CFP, ChFC-designated registered investment advisor, based in Augusta, GA, with 40 years of industry experience.
Location
3638 Walton Way Ext., Suite 300, Augusta, GA, 30909
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Regulatory History (1)
Customer Dispute
February 2021Other Business ActivitiesSells Insurance
Charles is involved in several business activities, including fixed index annuity sales, membership in the Torch Club and Augusta Country Club, and running Lanier-McCormack Wealth Management (formerly Fuller, Frost, Lanier Wealth Management), where he serves as the senior financial representative. He also sells Avantax-approved insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Investment Advisors
Proequities, INC.Broker
Peachtree Planning Corporation
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
New England SecuritiesBroker
Mha Financial CORPBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.