Managing Director
Current
Wealtharc Advisors
Jul 2020 - Present
AeroLeads people directory · profile
Larry Wall, Cap, Cfp(R) Email & Phone Number
We Are Built For Generations to Come
at
WealthArc Advisors
1 work email found
@legacypartnersinc.net
4 phones found area 205, 901, and 800
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
WealthArc Advisors
Role
We Are Built For Generations to Come
Location
Greater Birmingham, Alabama Area, United States
Who is Larry Wall, Cap, Cfp(R)? Overview
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Quick answer
Larry Wall, Cap, Cfp(R) is listed as We Are Built For Generations to Come at WealthArc Advisors, based in Greater Birmingham, Alabama Area, United States. AeroLeads shows a work email signal at legacypartnersinc.net, phone signal with area code 205, 901, 800, and a matched LinkedIn profile for Larry Wall, Cap, Cfp(R).
Larry Wall, Cap, Cfp(R) previously worked as Managing Director at Wealtharc Advisors and Vice President of Financial Planning at Wealth Management Group. Larry Wall, Cap, Cfp(R) holds Certified Financial Planner, Cfp Certification from College For Financial Planning.
Company email context
Email format at WealthArc Advisors
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*@legacypartnersinc.net
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AeroLeads found 1 current-domain work email signal for Larry Wall, Cap, Cfp(R). Compare company email patterns before reaching out.
Profile bio
About Larry Wall, Cap, Cfp(R)
Helping you be successful with your financial management concerns. My clients tell me that they work with me because of my integrity and my ability to truly understand their issues. The result is having confidence that their financial goals are moving in sync with their values. Acting as a Certified Financial Planner (CFP®), my loyalty is always in your best interest.With my fifteen year background as a trust and estate planner, you have the added benefit of having an advisor who knows how to integrate financial planning, income taxes, investments with estate planning. In 2004, I attained the professional designation of the Chartered Advisor in Philanthropy (CAP®). I wanted to have the skillset to be an advisor that can help with creating the best strategies for fulfilling your charitable wishes. It is the competency, care and integrity of a financial planner you want to help resolve your financial issues. The knowledge, expertise and transparency are what truly differentiates a professional advisor from being someone who just sells products for a living.
Listed skills include Asset Management, Financial Planning, Securities, Wealth Management, and 46 others.
Current workplace
Larry Wall, Cap, Cfp(R)'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wealtharc Advisors
16 roles
Larry Wall, Cap, Cfp(R) work experience
A career timeline built from the work history available for this profile.
Vice President Of Financial Planning
Wealth Management Group
Estate and Financial Planner
Aug 2019 - Jul 2020
Wealth Advisor
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Six8 Advisors & Cambridge are not affiliated.
Dec 2015 - Aug 2019
Managing Director
Our belief is that any financial plan must start with life as the central focus and then move outward to the services and the products that fit the specific needs of each person. This process greatly increases the likelihood that the objectives of each financial plan will be met with success. From the center of the planning process come four key areas of focus that then lead to the more traditional services offered by financial planners:Life History: How you arrived at where you are today including the life changing events or defining moments that have occurred in your life up to this time.Life Transitions: The changes or transitions that you are currently faced with or expecting to take place in the near future and how these events will impact your finances and the life goals that you have set for your self and are planning for.Life Principles: The guideposts by which you make important decisions with your life and with your money.Life Goals: What you would like to have, do, or be during the time that you have left to live and how to best accomplish each of these.
Nov 2010 - Nov 2015
Investment Advisor Representative
Implement fee-based financial strategies to make for a successful retirement.
Nov 2010 - Nov 2015
Investment Advisor Representative
As an independent Financial Advisor, I have chosen to work with high net worth families and nonprofit organizations. Results are brought about by personal financial planning first before investing any assets. I integrate all aspects of someone's financial affairs and walk them through the labyrinth of tax issues and risk management facing everyone today in order to achieve success.
Nov 2008 - Dec 2010
Investment Specialist
Provided investment and estate counseling to all clients within the agency's regional office in Alabama. Supported the other advisors by assisting them by determining the most suitable investment solution for their client. Responsible for the offices' investment books and records by maintaining a blotter of all activites. Designated as the Person in Charge (PIC) for all internal and external regulatory investment audits.
Jul 2005 - Oct 2008
Financial Advisor
Join Merrill Lynch with their Trainee Program. Obtained the Series 7, and Series 66 security licenses.
Feb 2003 - Oct 2004
Vice President
Founders Trust Company
Business development officer for a Private Trust Company serving the Ultra-High net worth. The family owners decided to scuttle the trust company that December.
Apr 2002 - Dec 2002
Vice President
Virginia Baptist Homes Foundation
As the Chief Development Officer, led the Foundation to raise the funds for annual budget of Benevolent Fund. Used background in planned giving to advance the Foundation's deferred gifts.
Mar 2000 - Dec 2001
Vice President, Charitable Funds Advisor
Wachovia Bank- Charitable Funds Management Group
Jan 1998 - Mar 2000
Vice President
Crestar Bank - Private Client Group
Managed unit of Private Bankers whose assets totaled $1.3 Billion. Self-contained ensemble who were capable providing all financial and banking services.
Feb 1997 - Oct 1997
Vp - Personal Trust Sales Manager
Signet Bank
My responsibilities included oversight of 7 New Business Vice President's goals and current production. Co-created new products for the Sales force to market. Worked with other managers of business units to maintain a healthy referral pipeline.
Oct 1992 - Jan 1997
Personal Trust New Business Officer
Southtrust Bank Personal Trust Dept.
Worked with existing clients of the bank to develop their estate plans. Cultivated collaborative relationships with outside professionals such as tax attorneys and CPAs to be a part of the wealth management team when formulating clients' estate plans.
Apr 1986 - Sep 1988
Asst. Trust Officer
Deposit Guaranty National Bank
Jan 1985 - Apr 1986
County Forester
Sep 1980 - Dec 1984
7 education records
Larry Wall, Cap, Cfp(R) education
Certified Financial Planner, Cfp Certification
Cap, Chartered Advisor In Philanthropy
Bachelor Of Science - Bs, Forest Management/Forest Resources Management
Education record
Education record
Education record
Education record
FAQ
Frequently asked questions about Larry Wall, Cap, Cfp(R)
Quick answers generated from the profile data available on this page.
What company does Larry Wall, Cap, Cfp(R) work for?
Larry Wall, Cap, Cfp(R) works for WealthArc Advisors.
What is Larry Wall, Cap, Cfp(R)'s role at WealthArc Advisors?
Larry Wall, Cap, Cfp(R) is listed as We Are Built For Generations to Come at WealthArc Advisors.
What is Larry Wall, Cap, Cfp(R)'s email address?
AeroLeads has found 1 work email signal at @legacypartnersinc.net for Larry Wall, Cap, Cfp(R) at WealthArc Advisors.
What is Larry Wall, Cap, Cfp(R)'s phone number?
AeroLeads has found 4 phone signal(s) with area code 205, 901, 800 for Larry Wall, Cap, Cfp(R) at WealthArc Advisors.
Where is Larry Wall, Cap, Cfp(R) based?
Larry Wall, Cap, Cfp(R) is based in Greater Birmingham, Alabama Area, United States while working with WealthArc Advisors.
What companies has Larry Wall, Cap, Cfp(R) worked for?
Larry Wall, Cap, Cfp(R) has worked for Wealtharc Advisors, Wealth Management Group, Six8 Advisors Llc, Legacy Partners, Inc., and Ameritas Investment Corp..
How can I contact Larry Wall, Cap, Cfp(R)?
You can use AeroLeads to view verified contact signals for Larry Wall, Cap, Cfp(R) at WealthArc Advisors, including work email, phone, and LinkedIn data when available.
What schools did Larry Wall, Cap, Cfp(R) attend?
Larry Wall, Cap, Cfp(R) holds Certified Financial Planner, Cfp Certification from College For Financial Planning.
What skills is Larry Wall, Cap, Cfp(R) known for?
Larry Wall, Cap, Cfp(R) is listed with skills including Asset Management, Financial Planning, Securities, Wealth Management, Personal And Charitable Trust Management, Institutional Planned Giving Program Management, Wealth Preservation, and Estate Liquidity.
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