Lawrence E. Wall,  CFP<sup>&reg;</sup> - Financial Advisor

Lawrence E. Wall, CFP®

CAP,

Wealth Manager

Wealth Management Group

505 20th Street North, Suite 1125
Birmingham, AL 35203
FINANCIAL ADVISOR'S WEBSITE
(205) 582-7440 CONNECT WITH Lawrence
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General

Lawrence Wall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Management Group in Birmingham, AL and the surrounding communities.

Financial Advisor Overview

Helping families and institutions with their financial management concerns since 1985. Larry’s clients work with him because of his integrity and his ability to communicate and motivate them. The real benefit to his clients’ is using the Legacy Partnering Approach to financial planning. The result is that they have confidence knowing that their financial goals are moving in sync with their values.

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Financial Advisor Experience

As part of Larry’s experience, he worked 16 years as a Trust and Estate Planner with several major financial institutions. During those years, his experience included trust administration, estate and financial planning, and asset management. Larry completed a three year course of study with the Southern Trust School. Larry’s career in banking culminated in 2000 as the Senior Vice President of the $1.4 billion unit of the Charitable Funds Management Group for Wachovia Bank in Virginia. Since 2003, Larry has been an independent advisor with national firms, and as a solo practitioner. In 2004, Larry attained the professional designation of Chartered Advisor in Philanthropy (CAP). Ever furthering his knowledge and expertise, Larry completed the certification process to be a Certified Financial Planner® in 2015.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Advisor in Philanthropy

Insurance Licenses

  • Life insurance: AL, FL, MS
  • Health/disability insurance: AL, FL, MS
  • Fixed annuities: AL, FL, MS
  • Variable annuities: AL, FL, MS

Broker-Dealer Affiliation

Securian Financial Services, Inc.

Broker-Dealer Disclaimer

Securities and investment advisory services are offered solely through Cambridge Investment Research (CIR). Member FINRA/SIPC. CIR and Six8 Advisors are not affiliated. Additional products and services may be available through Larry Wall, CAP, CFP® or Six8 Advisors that are not offered through CIR. Securities products are limited to residents of AL, MS, and FL. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. Representat

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes

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Helpful Financial Planning Resources