Leah Renee Ruark
Investment adviser representative at Lanier Financial Group LLC
22 yearsExperience
1 stateRegistered in
$236.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Lanier Financial Group LLCOct 2023 to now
- Oconee HillMay 2018 to May 2018
- Synovus BankMar 2006 to Oct 2023
- Synovus Securities, Inc.Mar 2001 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (GA).
Lanier Financial Group LLC
$236.2MAssets managed
240Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4386482
- Firm CRD
- 152945