Waverly Advisors
47yrs
Top advisor by experience in Birmingham
23yrs
Based in Birmingham, Alabama, Lawrence Wall is a fiduciary financial advisor with 23 years of industry experience. Lawrence has been with LPL Financial since 2025; before that, Lawrence spent five years at Cambridge Investment Research Advisors and a year at Securian Financial Services. Lawrence holds the CFP® designation.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office200 Chase Park South Suite 108, Birmingham, AL 35244
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowLPL Financial LLCCurrent firm
- 2020 – 2025
- Aug 2019 – Jun 2020Securian Financial Services, Inc.Previously
- 2015 – 2019
- 2010 – 2015Ameritas Investment Company, LLCPreviously
- 2008 – 2010Next Financial Group, Inc.Previously
- 2005 – 2008Park Avenue Securities LLCPreviously
- Jan 2005 – Aug 2005Osaic Fa, Inc.Previously
Earlier career (1 more)
- Oct 2003 – Sep 2004MerrillPreviously
Questions to ask Lawrence
Tailored to Lawrence’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lawrence
How do I contact Lawrence?
Call LPL Financial at 704-733-3300 and ask for Lawrence Wall. Lawrence works from the Birmingham, AL office.
How long has Lawrence been a financial advisor?
Lawrence has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Lawrence hold?
Series 66. Tap any license on this page to see what it allows.
Is Lawrence a fiduciary?
Lawrence is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lawrence paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Lawrence for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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