Christopher BollesCRD Number: 1842680
Current Firm: Verity Asset Management
Christopher Bolles (CRD# 1842680) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 17 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Verity Investments, Inc.||Durham, NC||Jun 2011 - Current||12|
|Verity Financial Group||Durham, NC||Jan 2006 - Current||17|
|Verity Asset Management, Inc.||Durham, NC||Jan 2006 - Current||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
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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