John
Ware

Park Avenue Securities LLC

CRD#3221406
Investment Advisor
in Raleigh, NC
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About this Advisor

John Ware is a financial advisor located in Raleigh, North Carolina. Currently a registered advisor with Park Avenue Securities LLC, they have gathered 14 years of professional experience in the financial advisory industry. Ware holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Ware can operate in Florida, South Carolina, Georgia and North Carolina. The advisor has gained experience at Princor Financial Services Corporation, Principal Life Insurance Co, Ware Financial Partners, Elite Executive Benefits, Mid Atlantic Executive Benefits, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC and Park Avenue Securities. Park Avenue Securities LLC is headquartered in Raleigh, North Carolina, and has 86 other offices throughout the nation. As a company, Park Avenue Securities LLC oversees $3 billion in assets throughout 18,575 accounts and retains more than 1,708 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 15,111 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Park Avenue Securities LLC can provide financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

2626 Glenwood Avenue Suite 450
Raleigh, NC 27608

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

NC Average: $7,464,549,021
Total Number of Employees

1,777

NC Average: 88
Total Number of Accounts

25,160

NC Average: 3,892
Average Account Size

$159,876

NC Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

John Ware Work History

John has 14 years of experience.

2012 - Present (7 years)

Park Avenue Securities

2010 - Present (9 years)

Ware Financial Partners

2010 - Present (9 years)

Guardian Life Insurance Company

2010 - 2012 (2 years)

New York Life Insurance Company

2010 - 2012 (2 years)

Nylife Securities LLC

2010 - 2012 (2 years)

Eagle Strategies LLC

2009 - 2009 (< 1 year)

Elite Executive Benefits

2009 - 2010 (1 year)

Mid Atlantic Executive Benefits

2006 - 2010 (4 years)

Ware Financial Partners

2004 - 2010 (6 years)

Princor Financial Services Corporation

2004 - 2010 (6 years)

Principal Life Insurance Co

Disclosures

John Ware has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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