Lawrence E Wall
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCAug 2025 to now
- Cambridge Investment Research Advisors, Inc.Jun 2020 to Aug 2025
- Cambridge Investment Research, Inc.Jun 2020 to Aug 2025
- Minnesota Life Insurance CompanyAug 2019 to Aug 2025
- Wealth Management Group, LLCAug 2019 to Aug 2025
- Securian Financial Services IncAug 2019 to Jun 2020
- Cambridge Investment Research Advisors, Inc.Dec 2015 to Aug 2019
- Cambridge Investment Research, Inc.Dec 2015 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (AL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4668284
- Firm CRD
- 6413