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Lillie Marie Ware

Captrust

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About Lillie Marie Ware

Lillie Ware is an investment advisor representative at Captrust. Lillie has been in the financial services industry for over 10 years and has a broad range of experience in financial planning, portfolio management, and retirement planning. Lillie holds Series 6, 7, 63, and 66 licenses and is a Registered Representative of CapFinancial Securities LLC. Lillie is dedicated to helping clients achieve their financial goals.

Firm Information

Lillie Ware is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lillie Ware’s Registration & Firm History

TX

07/30/2024 - Present

Captrust (Dallas TX)

TX

08/18/2021 - 05/20/2024

LPL FINANCIAL LLC (ALLEN TX)

TX

02/01/2021 - 08/06/2021

EQUITABLE ADVISORS, LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 03/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/01/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lillie Marie Ware.
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