Elizabeth L. Mccormack

CETERA INVESTMENT ADVISERS LLC

AUGUSTA, GA 30909

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CRD#: 5870981

Professional summary

Elizabeth Lanier Mccormack, CFP®, who also goes by Elizabeth Warwick Lanier, Liz Warwick Lanier, Elizabeth Lanier White, Elizabetth Lanier White, Liz Lanier White, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Augusta, Georgia and CETERA WEALTH SERVICES, LLC located in Augusta, Georgia.

Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Elizabeth has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Warwick Lanier | Liz Warwick Lanier | Elizabeth Lanier White | Elizabetth Lanier White | Liz Lanier White

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) FULLER, FROST, LANIER WEALTH MANAGEMENT, LLC; POSITION: FINANCIAL ADVISOR NATURE: FINANCIAL SERVICES, WEALTH MANAGEMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 72 START DATE: 01/23/2015; ADDRESS: Augusta GA 30909: ASSIST WITH INVESTMENT PLANNING, CLIENT MEETINGS, ETC. 2) MILLER THEATER BOARD; POSITION: Board Member NATURE: The Miller Theater is an historic and recently renovated theater. It is the home of the Augusta Symphony, so there are symphony concerts held there on a regular basis. The Miller Theater is also rented out for travelling performers' concerts as well as other events. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2020; 708 Broad Street, Augusta GA 30901N: Attend monthly one-hour board meetings 3) LANIER-MCCORMACK WEALTH MANAGEMENT; POSITION: Partner/Financial Advisor NATURE: We will be doing the same work, with the same clients, and in the same location, as we were doing as Fuller, Frost, Lanier Wealth Management, just with a new name, Lanier-McCormack Wealth Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 07/01/2022; 3638 Walton Way Ext., Suite 300, Augusta GA 30909: financial planning, investment advice, investment sales, insurance sales, monitoring and review of investment strategies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Lanier Mccormack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 3638 Walton Way Ext. Suite 300, Augusta, GA 30909

RIA

CRD#: 105644

AUGUSTA, GA

Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 3638 Walton Way Ext. Suite 300, Augusta, GA 30909

CRD#: 13572

AUGUSTA, GA

Past

October 25, 2019 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

AUGUSTA, GA

Past

October 25, 2019 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

AUGUSTA, GA

Past

May 6, 2013 - October 25, 2019

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

AUGUSTA, GA

Past

May 1, 2013 - October 25, 2019

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

AUGUSTA, GA

Past

February 8, 2012 - March 5, 2013

MORGAN STANLEY

RIA

CRD#: 149777

AUGUSTA, GA

Past

February 7, 2012 - March 5, 2013

MORGAN STANLEY

CRD#: 149777

AUGUSTA, GA

Past

September 6, 2011 - November 3, 2011

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

AUGUSTA, GA

Past

April 27, 2011 - November 3, 2011

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

AUGUSTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(9/5/2025)

IAR

Georgia
(9/5/2025)

South Carolina
(9/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/1/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/26/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Elizabeth L. Mccormack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Lanier Mccormack's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

MORGAN STANLEY

MORGAN STANLEY

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/1/2011

SIE

Date: 10/1/2018

Series 7

Date: 4/26/2011

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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