ChooseAFinancialAdvisor.com
Advisors / North Carolina / Raleigh
24yrs

John Ware

Financial advisor at Park Avenue Securities

John Ware has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Raleigh, North Carolina. After two years at Eagle Strategies and four years at Principal Securities, John joined Park Avenue Securities in 2012, a firm offering financial planning, investment management, and selecting outside investment managers. John holds the ChFC designation.

One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.

Raleigh, NC 27606ChFCFiduciary advisor

At a glance

Experience24 years (since 2002)
How that compares ?More experience than 74% of advisors in Raleigh
Office5511 Capital Center Drive Suite 104, Raleigh, NC 27606
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state

Services through Park Avenue Securities

Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2012 – now
  2. Jul 2010 – Apr 2012
  3. 2006 – 2010

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call Park Avenue Securities at (888) 600-4667 and ask for John Ware. John works from the Raleigh, NC office.

How long has John been a financial advisor?

John has been in the industry since 2002, about 24 years. More experience than 74% of advisors in Raleigh.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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