Larry
Walck

Lpl Financial LLC

CRD#5594661
Investment Advisor
in Birmingham, AL

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About this Advisor

Larry Walck is a certified financial planner working out of Birmingham, Alabama, who has 10 years of professional experience. Walck is an employee of Lpl Financial LLC. During their career, Walck has held roles at Multi-Financial Securities Corporation, Cetera Advisors LLC, Larry Walck and Lpl Financial, LLC. Walck holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Alabama and Texas. Lpl Financial LLC is a registered investment firm headquartered in Birmingham, Alabama. The investment advisory business has offices in 9,898 locations and a total of 28,744 advisors. It manages $404 billion in total assets across its 1,517,995 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 3,162 charitable organizations. Of its 1,517,995 client accounts, 31% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Lpl Financial LLC performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules usually are based on which services are offered. However, fees billed by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3168 Cahaba Heights Road
Birmingham, AL 35243

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

AL Average: $646,059,043
Total Number of Employees

28,744

AL Average: 13
Total Number of Accounts

1,517,995

AL Average: 661
Average Account Size

$266,257

AL Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Larry Walck Work History

Larry has 10 years of experience.

2018 - Present (4 years)

Lpl Financial, LLC

2017 - Present (5 years)

Larry Walck

2013 - 2018 (5 years)

Cetera Advisors LLC

2012 - 2012 (< 1 year)

Multi-Financial Securities Corporation

Disclosures

Larry Walck has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Davis
Spokane, WA
Ruthanna Goodman
Louisville, KY
Anthony Velarde
Oxnard, CA
Kenneth Cafourek
Albert Lea, MN
David Guardia
Newington, CT
Donna Stevenson
Copperopolis, CA
Stephen Brixey
San Diego, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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