Vere Global Wealth Management

Vere Global Wealth Management (CRD# 154312) is a financial advisory firm headquartered in Collierville, TN. They manage $90,746,386 in 672 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    672
    ACCOUNTS
  • Average Account Value
    $135,039
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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 - 5 of 5 top financial advisors.
1
Mark P. Collinsworth
CRD#: 4422660
Collierville, TN
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
Philip A. Goldstein
CRD#: 1031460
1288 Marsh Springs Rd., Collierville, TN 38017

Philip Goldstein (CRD# 1031460) is an Investment Advisor Representative working at Vere Global Wealth Management in Collierville, TN and has over 42 years of experience in the finance industry.

3
Joshua J. Joiner
CRD#: 5561257
1288 Marsh Springs Rd., Collierville, TN 38017
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.
4
Jason H. Leblanc
CRD#: 2483182
Fulshear, TX

Jason Leblanc (CRD# 2483182) is an Investment Advisor Representative working at Vere Global Wealth Management in Fulshear, TX and has over 28 years of experience in the finance industry.

5
Andrew Schiro
CRD#: 2525229
1288 Marsh Springs Rd., Collierville, TN 38017
Andrew Schiro (CRD# 2525229) is an Investment Advisor Representative working at Vere Global Wealth Management in Houston, TX and has over 23 years of experience in the finance industry.
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