Larry Wicker, CFP®, ChFC, CLU

Larry Wicker, CFP®, ChFC, CLU

Phone: 817-347-4006
Fax: 817-347-4095
E-mail:
 

As the senior member at Tack Advisors, Larry brings to the team over three decades of experience and education in the fields of financial planning, wealth management and asset protection.  Larry's professional education includes CFP® (Certified Financial Planner), CLU (Chartered Life Underwriter), and ChFC (Chartered Financial Consultant).  Larry also holds a BBA in accounting.

Larry continues to grow professionally by staying current with the issues that affect our clients and business owners. Larry recently participated in the Advest Institute at Harvard University where current portfolio   management techniques were addressed.      He is currently a member of the prestigious Paramount Planning Group and is also the past President of the Fort Worth Chapter of the Society of Financial Professionals.

Larry is one of the driving forces at Tack Advisors who is directed at providing our clients with the financial strategies necessary to address security and protection needs to help them achieve the quality of life they deserve.

 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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