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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Milton Ware is a financial advisor with over 25 years of experience. Larry is currently registered with Avantax Advisory Services and has been in the industry since 1998. Prior to Avantax, Larry worked with LPL Financial LLC and SunTrust Investment Services, Inc. Larry's areas of expertise include retirement planning, college savings, retirement income management, and debt control. Larry is dedicated to helping clients achieve their financial goals and is committed to providing personalized advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NC
09/21/2022 - Present
Avantax Advisory Services (GRAHAM NC)
NC
01/12/2012 - 09/02/2022
LPL FINANCIAL LLC (GRAHAM NC)
NC
01/03/2005 - 12/21/2011
SUNTRUST INVESTMENT SERVICES, INC. (BURLINGTON NC)
NC
02/03/2004 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
MO
06/18/1998 - 02/04/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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