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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Michael Lanier is a financial advisor currently registered with The Colony Group, LLC in Southlake, Texas. Gregory has been in the industry for over 8 years and holds Series 7 and Series 66 licenses as well as the SIE exam. Gregory is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Gregory has previously worked with firms such as Raymond James Financial Services, Inc., Carter Advisory Services, Inc., and Buckingham Strategic Wealth, LLC.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
TX
07/02/2024 - Present
THE Colony Group, LLC (SOUTHLAKE TX)
TX
10/24/2016 - 09/14/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
BOTH
Issued 02/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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