Steven Lanier
Steven Lanier is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chicopee, MA, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1936 Memorial Dr, Chicopee, MA, 01020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is an associate/employee at PeoplesBank, providing financial planning and investment advice to customers since 2022, dedicating about 10-20% of his time. He is also a financial advisor doing Raymond James business under the DBA name of PeoplesWealth Advisory Group, dedicating about half his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
People's Securities, INC.Broker
Infinex Investments, INC.Broker
Global Atlantic Distributors, LLCBroker
Hartford Equity Sales Company INC.Broker
State Registrations12 states
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