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).
Current Firm Details
Vere Global Wealth Management
By the Numbers
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Total Assets Under Management91MILLION
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Total Number of Accounts672ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, PA, TN, TX
Financial Advisors at Vere Global Wealth Management
1
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 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 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 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) 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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