Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bedingfield Lanier is a financial professional with over 35 years of experience in the financial services industry. Charles is currently registered with Avantax Advisory Services and is a Certified Financial Planner and Chartered Financial Consultant. Charles's previous experience includes time spent at 1st Global Capital Corp., Princor Financial Services Corporation, ProEquities, Inc., Park Avenue Securities LLC, Guardian Investor Services Corporation, and New England Securities. Charles's experience is primarily focused on helping individuals and families meet their financial goals through comprehensive financial planning, investment management, and insurance products.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
GA
10/25/2019 - Present
Avantax Advisory Services (AUGUSTA GA)
GA
02/19/2008 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (AUGUSTA GA)
GA
11/18/2005 - 02/21/2008
PRINCOR FINANCIAL SERVICES CORPORATION (AUGUSTA GA)
AL
11/30/2004 - 11/18/2005
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
05/03/1999 - 12/08/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
09/10/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
02/17/1987 - 07/20/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
03/19/1985 - 02/27/1987
MHA FINANCIAL CORP
IA
Issued 01/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Lanier is the right advisor for you? Invested Better is here to help.
