Lorren BryantCRD Number: 2003374
Current Firm: Verity Asset Management
Lorren Bryant (CRD# 2003374) is an Investment Advisor Representative working at Verity Asset Management in Carrboro, NC and has over 33 years of experience in the finance industry. Lorren Bryant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Verity Investments, Inc.||Durham, NC||Jun 2011 - Current||12|
|Verity Asset Management, Inc.||Durham, NC||Apr 2001 - Current||22|
|Verity Financial Group||Durham, NC||Apr 2001 - Current||22|
|Manton Properties LLC||Carrboro, NC||May 2000 - Current||23|
|Dogwood Properties LLC||Williamsburg , KY||Dec 1999 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S65||NASAA Investment Advisors Law Examination||Sep 1993|
Total Assets Under Management783MILLIONS
Total Number of Accounts7,489ACCOUNTS
Average Account Value$104,574
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
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