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Lamar Ware

24 Years of Experience
Atlanta, GA
Broker

Lamar Ware is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1000 Abernathy Road, NE, Building 400, Suite 1425, Atlanta, GA, 30328

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lamar owns Paragon Engraving, where he engraves personal items for friends and family since 2019. This takes about 10-20% of his time, and none of it occurs during trading hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2016 - Present · 9 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
RBC Capital Markets, LLCBroker
July 2015 - July 2016 · 1 yr
RBC Capital Markets, LLC
July 2015 - July 2016 · 1 yr
LPL Financial LLC
March 2014 - July 2015 · 1 yr 4 mos
LPL Financial LLCBroker
March 2014 - July 2015 · 1 yr 4 mos
Suntrust Investment Services, INC.
March 2005 - February 2014 · 8 yrs 11 mos
Suntrust Investment Services, INC.Broker
March 2005 - February 2014 · 8 yrs 11 mos
Mcdonald Investments INC.
May 2004 - March 2005 · 10 mos
Mcdonald Investments INC.Broker
June 2001 - March 2005 · 3 yrs 9 mos
State Registrations1 state
GA
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.