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Larry W

Series 63, Series 66

Graham, NC

Cetera

Larry Ware is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 28 years of industry experience. His prior work includes roles at Avantax Investment Services, IFG Advisory, and LPL Financial. He is a member of the advisory board for the local Salvation Army chapter. Ware also operates BGLW LLC, doing business as Envision Wealth Partners, where he provides investment advice to clients focused on retirement planning, college funding, income management, and debt control. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large nationwide network of advisors and provides access to various investment strategies and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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J. Brian G

Series 63, Series 66

Graham, NC

Cetera

J. Brian Glaze is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Avantax Investment Services, IFG Advisory, LPL Financial, and operating his own DBA, Envision Wealth Partners. He serves as treasurer for a local government election committee and is an executive board member of a religious nonprofit organization. Cetera Investment Advisers LLC provides advisory services through a large nationwide network, serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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