Larry Ware is a registered investment advisor, based in Graham, NC, with 27 years of industry experience.
Location
845 S Main St. Ste 200, Graham, NC, 27253
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Regulatory History (3)
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Customer Dispute
June 2024Settled
Customer Dispute
April 2023Settled
Employment Separation After Allegations
December 2011Other Business ActivitiesSells Insurance
Larry is an insurance agent offering insurance products through Avantax Insurance Agency and sells equity index annuities to Avantax clients, dedicating a few hours per week to each. He also operates under the DBA Envision Wealth Partners, providing investment advice to clients nearly full-time, and serves as an advisory board member for the Salvation Army, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
September 2022 - September 2025 · 3 yrs
Avantax Investment Services, INC.Broker
September 2022 - September 2025 · 3 yrs
Ifg Advisory, LLC
March 2015 - September 2022 · 7 yrs 6 mos
LPL Financial LLCBroker
January 2012 - September 2022 · 10 yrs 8 mos
LPL Financial LLC
January 2012 - February 2016 · 4 yrs 1 mo
Suntrust Investment Services, INC.
January 2005 - December 2011 · 6 yrs 11 mos
Suntrust Investment Services, INC.Broker
January 2005 - December 2011 · 6 yrs 11 mos
Ncf Financial Services, INC.
September 2004 - January 2005 · 4 mos
Ncf Financial Services, INC.Broker
February 2004 - January 2005 · 11 mos
Edward JonesBroker
June 1998 - February 2004 · 5 yrs 8 mos
State Registrations5 states
GAINMDNCVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.