Back to top

Lawrence E Wall

Retirement Income to Meet Your Lifestyle; Leave a Legacy to Match Your Values

No Current Employment Listed

Hoover

AL

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wealth Management Group, LLC 4 months, 1 week Aug 2019 - Present
Minnesota Life Insurance Company 4 months, 1 week Aug 2019 - Present
Securian Financial Services Inc 4 months, 1 week Aug 2019 - Present
Cambridge Investment Research Advisors, Inc. 3 years, 8 months Dec 2015 - Aug 2019
Cambridge Investment Research, Inc. 3 years, 8 months Dec 2015 - Aug 2019
Gulf States Marketing Group 5 years Dec 2010 - Dec 2015
Legacy Partners, Inc 5 years, 1 month Nov 2010 - Dec 2015
Ameritas Investment Corp 5 years, 1 month Nov 2010 - Dec 2015
Next Financial Group Inc 2 years, 1 month Oct 2008 - Nov 2010

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • International Association of Advisors in Philanthropy
    Membership
    International Association of Advisors in Philanthropy
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Advisor in Philanthropy
    Designation
    Chartered Advisor in Philanthropy
    The International Association of Advisors in Philanthropy, Inc. is a forum of professional advisors who are dedicated and inspired to teach and empower clients to effectively direct their philanthropic resources consistent with their deepest values.

Articles and Answers

Insights by Lawrence Wall

Managing Finances after a Divorce
Published 2014-05-20 14:10:03
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 5, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 5, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Nov. 6, 2019
      • $15.7M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 105
        number of clients
      • $149.6K
        Estimated Average Account Balance Per Client

    Fees

    There is no compensation data available to display at this time