Lawrence W. Waller II, CFS

Experience

• 

  Merrill Lynch

  Jan 1999 - Jul 2002

  Financial Advisor
• 

  HLM Financial Services, Inc.

  Jul 2002 - now

  President

  Lawrence Waller began his career in financial services in 1999 in Buckhead Atlanta, Georgia. He started HLM Financial Services, Inc. in 2002, joining a stellar team of specialists at HLM Financial Group. The "one-stop" shop creates invaluable resources for clients to receive high quality service and results. He is dedicated to providing meaningful financial solutions to individuals, families, and professionals. Larry's focuses include risk management, investment portfolio management, qualified and non-qualified retirement plans, and individual fee-based financial planning.Larry's mission is to create multi-generational wealth for his clients and promote financial security through outstanding customer service, wealth management, holistic financial planning. His expertise with market research and active management work together to achieve the best possible returns for his clients in all market environments. Larry's philosophy fosters personal, lasting relationships with clients, based on honesty and the clients' best interest. Securities offered through SA Stone Wealth Management Inc. Member FINRAand SIPC, Advisory Services offered through SA Stone Investment Advisors Inc. Show less