Vere Global Wealth Management

Vere Global Wealth Management (CRD# 154312) is a financial advisory firm headquartered in Houston, TX. They manage $53,000,000 in 403 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    403
    ACCOUNTS
  • Average Account Value
    $131,514
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, PA, TN, TX

Financial Advisors at Vere Global Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Mark P. Collinsworth
CRD#: 4422660
Collierville, TN
93
Wealthminder
score

Mark Collinsworth (CRD# 4422660) is an Investment Advisor Representative working at Vere Global Wealth Management in Collierville, TN and has over 15 years of experience in the finance industry.

2
Joshua J. Joiner
CRD#: 5561257
2800 Post Oak Blvd., Suite 4100, Houston, TX 77056
93
Wealthminder
score

Joshua Joiner (CRD# 5561257) is an Investment Advisor Representative working at Vere Global Wealth Management in Houston, TX and has over 8 years of experience in the finance industry.

3
Michael W. Word
CRD#: 2335732
Baton Rouge, LA
63
Wealthminder
score

Michael Word (CRD# 2335732) is an Investment Advisor Representative working at Vere Global Wealth Management in Baton Rouge, LA and has over 23 years of experience in the finance industry.

4
Jason H. Leblanc
CRD#: 2483182
Fulshear, TX
58
Wealthminder
score

Jason Leblanc (CRD# 2483182) is an Investment Advisor Representative working at Vere Global Wealth Management in Fulshear, TX and has over 21 years of experience in the finance industry.

5
Andrew Schiro
CRD#: 2525229
2800 Post Oak Blvd., Suite 4100, Houston, TX 77056
58
Wealthminder
score

Andrew Schiro (CRD# 2525229) is an Investment Advisor Representative working at Vere Global Wealth Management in Houston, TX and has over 22 years of experience in the finance industry.

6
Philip A. Goldstein
CRD#: 1031460
Clarks Summit, PA
39
Wealthminder
score

Philip Goldstein (CRD# 1031460) is an Investment Advisor Representative working at Vere Global Wealth Management in Clarks Summit, PA and has over 34 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.