Lawrence W. Waller II, CFS

Lawrence W. Waller II, CFS

Financial Advisor

Followers of Lawrence W. Waller II, CFS640 followers
location of Lawrence W. Waller II, CFSAtlanta, Georgia, United States

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  • Timeline

  • About me

    President at HLM Financial Services, Inc.

  • Education

    • Whitney M. Young High School

      1982 - 1986
    • Howard University

      1986 - 1990
      Bachelor of Business Administration in Finance & Marketing (B.B.A.) Cum Laude
  • 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

  • Licenses & Certifications

    • Series 7 Securities License

      General Securities Representative Examination
      Jun 1999
    • Resident Agent: Accident & Sickness, Life & Variable Products

      Office of Insurance and Safety Fire Commissioner
      Jan 1999
    • Series 63 Securities License

      Uniform Combined State Law Examination
      Jan 1999
    • Series 65 Securities License

      Uniform Combined State Law Examination
      Jan 1999
    • FINRA Registered Investment Advisor

      Financial Industry Regulatory Authority (FINRA)
    • Securities Investment Advisor Representative Series 66 Licensed

      FINRA
    • Series 66 Securities Licensed

      FINRA
  • Honors & Awards

    • Awarded to Lawrence W. Waller II, CFS
      Best in Client Satisfaction Atlanta Magazine Five Star Wealth Managers 2015 The resulting list of 2015 FIVE STAR Wealth Managers is an elite group, representing less than 4 percent of the wealth managers in the Atlanta area. Only 579 of the top-scoring wealth managers made this year’s list.
  • Volunteer Experience

    • Mentor

      Issued by Atlanta Public Schools
      Atlanta Public SchoolsAssociated with Lawrence W. Waller II, CFS