Larry J. Tolbert, MBA, CEP, AIFA ®, CEPA ® has been in the financial industry for over four decades. The first twenty years were spent serving as an internal portfolio manager for two life insurance companies and a Wall Street firm. In 2004, he started Radian Partners as a wealth management firm that transcends spreadsheets and embraces the human element in finance, approaching it as a tool to unlock human potential.
He is an equity partner in Integrity, LLC, the parent company of Lion Street Financial, LLC, an Austin, Texas-based broker-dealer providing product-agnostic solutions to fiercely independent investment professionals. Previously, he served on the Advisory Board for FSC Securities Corp., one of America’s largest broker-dealer firms, then a subsidiary of AIG, with more than $35 billion in assets under management.
Larry and Radian Partners have been featured in Business Week, The Chicago Sun Times, and on CNBC’s Power Lunch. Radian Partners has been recognized by Forbes Magazine as one of the top firms twice: Best in Tennessee in 2011 and Best in Southeast in December 2014. His pioneering work in teaching graduate-level retirement planning led to a working agreement with The University of Tennessee at Martin, providing graduate-level education in retirement preparation to over 3,000 adult learners.
He is a Charter Member of his local Vistage CEO group, an active angel capital investor specializing in the entertainment, health and wellness, and automotive industries. He is a passionate mentor to young entrepreneurs scaling their companies and business owners seeking a successful liquidation event.
Larry graduated cum laude with an MBA from the University of Miami and is currently a program candidate in Fixed Income Portfolio Administration at the London School of Economics.
Larry is a fanatical Formula One enthusiast, enjoys collecting classic Italian and American automobiles, and spending time with his wife Stefanie and their three dogs: Frankie, Enzo, and Calvin.
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CEP: Certified Estate Planner
AIFA ®: Accredited Investment Fiduciary Analyst ®
CEPA ®: Certified Exit Planning Advisor ®
FINRA Registered: Series 24 (General Securities Principal)
FINRA Registered: Series 7 (General Securities)
FINRA Registered: Series 66 (Investment Advisory & State Securities)
Life, Health, Annuity licensed
