Leah Renee Ruark
Advisor at Lanier Financial Group LLC — Athens, GA
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.
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.
Credentials
Series 66
Experience Industry experience
25 years
Location
Athens, GA 30601
Lanier Financial Group LLC
Team
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)
Athens, GA
490 N. Milledge Avenue
Athens GA 30601
Advisors at this office
5
Georgia
25 years of industry experience
Lanier Financial Group LLC
2023 - Present • 3 years
Athens, GA
Synovus Bank
2023 - 2023 • 1 year
Athens, GA
Synovus Securities, Inc.
2023 - 2023 • 1 year
Athens, GA
Synovus Securities, Inc.
2019 - 2023 • 4 years
Athens, GA
Synovus Bank
2019 - 2023 • 4 years
Athens, GA
Oconee Hill
2018 - 2018 • 1 year
Athens, GA
Synovus Bank
2006 - 2019 • 13 years
Athens, GA
Synovus Securities, Inc.
2001 - 2019 • 18 years
Athens, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
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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