CRD Number: 4422660
Current Firm: Vere Global Wealth Management
Compensation Model: Fee Only
Wells Fargo Clearing Services, LLC
First Horizon Advisors, Inc.
Lpl Financial LLC
|Vere Global Insurance Group||Collierville, TN||May 2017 - Current||5|
|Vere Asset Management, Inc.||Collierville, TN||Jun 2010 - Current||12|
|Argentus Advisors, LLC||Dallas, TX||Apr 2011 - Dec 2013||2|
|Argentus Securities, LLC||Dallas, TX||Feb 2011 - Dec 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2001|
Total Assets Under Management79MILLIONS
Total Number of Accounts735ACCOUNTS
Average Account Value$107,636
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, LA, PA, TN, TX
Vere Asset Management, Inc. (DBA and marketing name as Vere Global Private Asset Management), is a registered investment adviser located in Collierville, TN. Vere Asset Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Vere Asset Management’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Vere Asset Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Vere Asset Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Vere Asset Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Vere Asset Management, please contact the state securities regulators for those states in which Vere Asset Management maintains a registration filing. A copy of Vere Asset Management’s current written disclosure statement discussing Vere Asset Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – http://www.adviserinfo.sec.gov or from Vere Asset Management’s upon written request. Vere Asset Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Vere Asset Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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