Leah Ruark
Advisor at Lanier Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Lanier Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Athens, GA 30601
Credentials
Series 66
Industry experience
24 years
Leah Ruark is a financial advisor at Lanier Financial Group LLC with 24 years of industry experience. She holds the Series 66 designation and has worked extensively with Synovus Bank and Synovus Securities, Inc. Leah is also a licensed independent insurance agent. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm constructs portfolios based on client goals, risk tolerance, tax status, liquidity needs, and investment history, utilizing fundamental, technical, and cyclical analysis across multiple strategies.
Based on Lanier Financial Group LLC
Based on Lanier Financial Group LLC
Flat fees available for specific financial planning services; minimum initial planning fee $450
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.10% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: Negotiable
$150-$300 per hour (Associate Advisor: $150/hour; Senior Advisor: $275/hour; Expert witness work: $300/hour)
Ongoing service fees for financial plans billed at minimum $50 per month up to 0.50% of base household income or included in Asset Management Fee
Minimum fee: $3,000 per year for asset management fee (minimum annual fee $600 combined asset management and/or planning fee)
490 N. Milledge Avenue
Athens, GA 30601
Georgia
Lanier Financial Group LLC
2023 - Present (3 years)
Synovus Bank
2023 - 2023 (1 year)
Synovus Securities, Inc.
2023 - 2023 (1 year)
Synovus Securities, Inc.
2019 - 2023 (4 years)
Synovus Bank
2019 - 2023 (4 years)
Oconee Hill
2018 - 2018 (1 year)
Synovus Bank
2006 - 2019 (13 years)
Synovus Securities, Inc.
2001 - 2019 (18 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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