The Frazer Lanier Company, Incorporated

Broker-DealerFINRA MemberEst. 1976
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Montgomery, Alabama
CRD number
7089
Registered since
January 15, 1976

Firm profile

FINTRX

Overview

The Frazer Lanier Company, Incorporated is a corporation that has been SEC-registered since 1976 and is owned by an individual. Public data classifies the firm as an investment bank rather than a discretionary asset manager or capital allocator. The firm is not identified as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. It is also not listed as an active ESG investor in the available records. Disclosure about the firm’s advisory activities, client segments, fee schedules and broader business lines is minimal in the provided dataset, so the public profile is largely limited to regulatory status and organizational type.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Susan Waldrop

    Susan Waldrop

    Chief Finance OfficerCRD 4104169

Contacts

3 of 11
  • Robert Young

    Robert Young

    PrincipalCRD 475334

  • Johnny Dill

    Johnny Dill

    Executive Vice PresidentCRD 502004

  • Brian Spear

    Brian Spear

    Investment BankerCRD 1402685

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Montgomery, AL

Montgomery

Location

Montgomery, AL

Headquartered in Montgomery, AL, anchoring the Montgomery-Selma-Alexander City, AL metro in the South.

Metro area
Montgomery-Selma-Alexander City, AL
Region
South
County
Montgomery
Address
300 Water St
Time zone
CT (UTC-6)
Office locations

Similar firms