Richard L. Farrar, CFP®, CLU®, AEP in

Richard L. Farrar, CFP®, CLU®, AEP

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Senior Consultant at Totus Wealth Management
📍 Birmingham, Alabama, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
30 Years
Current Role
Senior Consultant
Job Level
Senior
Location
Birmingham, Alabama, United States
Personality Overview

How Richard shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Richard cares about

Strategic Priorities
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Career

Work history

6-2022
Senior Consultant
Totus Wealth Management
1989
Member
Hunter Street Baptist Church
5-2000 - 6-2022
Private Wealth Advisor
Sagemark Consulting/Lincoln Financial Advisors
2008 - 2016
Trustee/Chair of Governance Committee
Baptist Health Systems of Alabama
4-1991 - 4-2000
Financial Planner
Prudential Preferred
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1976 - 1980
Bachelor of Science
Samford University
Education details unavailable
Hueytown high
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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