Nancy Shannon G. Lanier
Investment Adviser Representative at Synovus Securities, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nancy Shannon G. Lanier is an investment adviser representative with Synovus Securities, Inc. in Augusta, GA, where they have been registered since 2020, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in 14 states.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama, District of Columbia, Florida, Georgia, Illinois, Kansas, Massachusetts, Nevada, New York, North Carolina, Ohio, South Carolina, Texas, Virginia
- Broker:
15 states and territories
Alabama, District of Columbia, Florida, Georgia, Illinois, Kansas, Massachusetts, Nevada, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Synovus Securities, Inc.Jan 2020 – Aug 2020Augusta, GA
- Hull Barrett, P.C.Jun 1996 – Dec 2019Augusta, GA
- Synovus Securities Inc.Aug 2020 – no end date reportedAugusta, GA
- Synovus BANKAug 2020 – Dec 2025Augusta, GA
- Pinnacle BANKJan 2026 – no end date reportedAugusta, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Synovus Securities, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- First $250,0001.50%
- Next $250,0001.25%
- Next $500,0001.00%
- Over $1,000,0000.75%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Complete services including cash management, asset management, income tax planning, estate planning, insurance assessment, education funding, and retirement income planning.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 174
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Columbus, GA
- Founded:
- 1988
- SEC file number:
- 801-19690
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 28, 2026
View full firm profileOther advisors at Synovus Securities, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nancy Shannon G. Lanier has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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