William DurhamCRD Number: 1012850
Current Firm: Verity Asset Management
William Durham (CRD# 1012850) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has 1 year of experience in the finance industry. William Durham 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 Asset Management||Durham, NC||Jun 2019 - Current||3|
|W.m. Durham Associates, LLC||Tallahassee, FL||May 2012 - Current||10|
|Government Personnel Benefits Service||Tallahassee, FL||Dec 1982 - Current||40|
|Corporate & Estate Analysts Inc.||Tallahassee, FL||Jan 1982 - Current||41|
|Ae Wealth Management, LLC||Topeka, KS||Jun 2018 - Jan 2019||< 1|
Total Assets Under Management818MILLIONS
Total Number of Accounts7,392ACCOUNTS
Average Account Value$110,629
- 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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