Larry Walck, financial advisor Birmingham AL
96 score

Larry Walck

CRD Number: 5594661
Current Firm: Cetera Advisors LLC

Larry Walck (CRD# 5594661) is an Investment Advisor Representative working at Cetera Advisors LLC in Birmingham, AL and has over 8 years of experience in the finance industry. Larry Walck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Jan 2013 - Current 3
Multi-financial Securities Corporation Denver, CO Feb 2012 - Dec 2012 < 1
Ameriprise Financial Services, Inc. Birmingham, AL Dec 2008 - Feb 2012 3
Unemployed Pelham, AL Apr 2008 - Dec 2008 < 1
Jcpenney Hoover, AL Jun 2001 - Apr 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Larry A. Walck
Phone Number: 800-929-3485
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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