Glenn Verity, financial advisor Williamsburg VA
90 score

Glenn Verity

CRD Number: 6283003
Current Firm: Chesapeake Wealth Management

Glenn Verity (CRD# 6283003) is an Investment Advisor Representative working at Chesapeake Wealth Management in Williamsburg, VA and has 1 year of experience in the finance industry. Glenn Verity 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.

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Professional Designations
Company Name Location Dates Years
Chesapeake Financial Group, Inc. Williamsburg, VA Dec 2013 - Current 4
Bb&t Wealth Management Richmond, VA Sep 2010 - Dec 2013 3
Chevy Chase Trust Company Bethesda, MD Mar 2009 - Aug 2010 1
Chevy Chase Trust Company Bethesda, MD Nov 2005 - Mar 2009 3

Glenn Verity has no recent exams reported.
Contact Info for Glenn F. Verity
Phone Number: 757-253-9088
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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