Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence E. Wall is a financial advisor with over 20 years of experience in the industry. Lawrence E. Wall is registered with Cambridge Investment Research Advisors, Inc. and is also a Certified Financial Planner. Lawrence E. Wall specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Lawrence E. Wall also has experience in providing pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AL
01/03/2023 - Present
Cambridge Investment Research Advisors, Inc. (Hoover AL)
AL
08/08/2019 - 06/26/2020
SECURIAN FINANCIAL SERVICES, INC. (Birmingham AL)
AL
12/07/2015 - 08/06/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Hoover AL)
AL
11/23/2010 - 12/28/2015
AMERITAS INVESTMENT CORP. (BIRMINGHAM AL)
AL
10/08/2008 - 12/01/2010
NEXT FINANCIAL GROUP, INC. (BIRMINGHAM AL)
AL
08/16/2005 - 10/10/2008
PARK AVENUE SECURITIES LLC (BIRMINGHAM AL)
IN
01/19/2005 - 08/05/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/19/2005 - 08/05/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
08/11/2003 - 09/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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