Gregory
Lanier
Buckingham Strategic Wealth, LLC
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About this Advisor
Gregory Lanier is a financial advisor based in Southlake, Texas, working with Buckingham Strategic Wealth, LLC. Gregory has previously held positions at Merrill Lynch, Chi Omega House Corp, Pine Cove Christian Camps, Texas A & M University, Carter Advisory Services, Inc, Carter Financial Management, Carter Advisory Services, Clintsman Financial Planning, Jojenco Holdings, LLC, and Buckingham Strategic Wealth, LLC. Gregory has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Gregory is part of Buckingham Strategic Wealth, LLC, which operates out of Southlake, Texas. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$28,824,339,793
645
50,014
$576,325
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gregory Lanier Work History
Buckingham Strategic Wealth, LLC
Clintsman Financial Planning
Jojenco Holdings, LLC
Carter Advisory Services, Inc
Carter Financial Management
Carter Advisory Services
Merrill Lynch
Chi Omega House Corp
Pine Cove Christian Camps
Texas A & M University
Disclosures
Please visit the SEC profile of Gregory Lanier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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