Broker Check

781 Chestnut Park Lane
Hoover, AL 35226-1727


Richard L. Farrar



Curriculum Vitae


Lincoln Financial Advisors/Sagemark Consulting Private Wealth Services*: April 2000-July 2022

  • Private Wealth Management practice

Prudential Preferred: April 1991-April 2000

  • Financial Planner


Samford University, Birmingham, Alabama: 1976-1980

  • Bachelor of Science. Major: Mathematics and Religion; Minor: Business and Philosophy

Professional Development/Delegations:

College for Financial Planning-Denver, Colorado

  • CERTIFIED FINANCIAL PLANNER™ certification (CFP®) February 2000
  • Certified Mutual Fund Counselor designation (CMFC) June 1999

The American College-Bryn Mawr, Pennsylvania

  • Advanced Estate Planner designation (AEP) 2002 
  • Registered Employee Benefit Consultant designation (REBC) February 1999 
  • Registered Health Underwriter (RHU) November 1998 
  • Chartered Financial Consultant designation (ChFC) October 1996 
  • Chartered Life Underwriter designation (CLU) October 1995 

Honors and Associations:

MDRT 1987-2018

  • Life and Qualifying Member of the Million Dollar Round Table, currently (2018) a member of the Court of the Table and Top of the Table and MDRT Honor Roll**
  • Past President, Birmingham Association of Insurance & Financial Advisors
  • Past President, Society of Financial Service Professionals-North Alabama Chapter***

Community and Civic Involvement:

  • Baptist Health Systems of Alabama Trustee
    • Vice Chairman of Board of Trustees
    • Chair of Governance Committee
    • Finance Committee Member 
  • Active member of the Hunter Street Baptist Church 
    • Past Chairman of the Personnel Committee
    • Chairman of the Deacons
    • Small Group Teacher
  • Southern Baptist Theological Seminary
    • Foundation Board Member
  • Past Member Board of Directors - Habitat for Humanity Birmingham Chapter 

*An internal Lincoln Financial Network organization of top planners

**To qualify for the Million Dollar Round Table, Top of the Table and Court of the Table, members must meet a certain level of premium, commission or income during the year. For details, please visit, The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production
***Students from colleges and universities the opportunity to explore numerous financial service careers by interviewing current practitioners in financial services.