It’s more than numbers.

Larry J. Tolbert

MBA, CEP, AIFA

Larry J. Tolbert, MBA, CEP, AIFA, is a respected financial and wealth management educator and advisor to business owners, high-net worth individuals and affluent families. For years he was the authoritative voice of “Million Dollar Monday” on the Marybeth Conley Radio Show, Mondays from noon to 1 p.m., on KWAM AM 990.

He is an equity partner in Lion Street, a national network of elite firms and financial professionals serving high-net-worth, high-income and business-owner clients with sophisticated life insurance, wealth management and financial planning solutions. Previously, he served on the Advisory Board for FSC Securities Corp., one of America’s largest broker-dealer firms, with more than $35 billion in assets under management. Larry and Radian Partners are regularly in the news and his profiles 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 in 2014. His pioneering work in teaching graduate level retirement planning has resulted in a working agreement with The University of Tennessee at Martin. Larry is currently a program candidate in Fixed Income Portfolio Administration at The London School of Economics.

Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Larry is a Registered Representative offering Securities through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment advisory services offered through Csenge Advisory Group (CAG) and/or Lion Street Advisors, LLC, Registered Investment Advisors. Insurance offered through Radian Partners, LLC, which is not affiliated with LSF.

Our Advisors

Larry J. Tolbert

MBA, CEP, AIFA
Investment Advisor Representative

J. Patrick McDowell

AWMA
Investment Advisor Representative

Jonathan P.
Sowa

AWMA
Investment Advisor Representative

W. Hugh Black

Branch Manager,
Financial Advisor

Zane
Fowler

Investment Advisor
Representative

Our Staff

Laurie Edwards

Executive Asst to Larry Tolbert

Karen Williams

Special Projects

It’s your money, and it should work for you!

But it doesn’t have to be traditional investments for it to build your portfolio. We help you follow your passions, so you aren’t putting things on hold.