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 organized as a corporation and is classified in the dataset as an investment bank. It has been SEC-registered since 1976 and is listed as owner type: individual. The firm is not identified as a capital allocator, nor is it marked as an active ESG investor or a multi-state adviser. Other firm attributes in the snapshot—such as fee structure, advisory activities, and client base—are not populated in the source data. The dataset does not enumerate advisory lines of business, pension consulting, or related-adviser status beyond the basic classification above. That limited profile suggests the entity operates in a capacity distinct from typical asset-management RIAs, but the source provides no detail on products, service models, or target client segments.

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

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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