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Sheila S
Series 63, Series 65
Granville, OH
Lanark Financial, Inc.
Sheila Steury is a financial advisor with Lanark Financial, Inc. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior work includes roles at Stifel for 17 years and UBS Financial Services for 2 years. She has been associated with Mcdonald Investments Inc. for 27 years. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms and affiliated sub-advisers.
Lawrence M
Series 63, Series 65
Granville, OH
Lanark Financial, Inc.
Lawrence Miller is a financial advisor at Lanark Financial, Inc. with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with NBC Securities Inc. since 2014. Outside of his advisory role, he owns an LLC that manages the office condominium housing his branch office. Lanark Financial provides investment management and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a mix of discretionary and non-discretionary arrangements, utilizing third-party sub-advisers and various program-based accounts.
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