The Frazer Lanier Company, Incorporated

Broker-DealerFINRA Member
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 organized as a corporation and is classified in the dataset as an investment bank. Ownership is listed as individual-owner controlled. The file notes the firm does not function as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The dataset contains no detail on client segments, fee arrangements, or specific advisory or business activities, so the firm’s day-to-day service model and target clientele are not described.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth