Verity Asset Management

Verity Asset Management (CRD# 158667) is a financial advisory firm headquartered in Durham, NC. They manage $417,327,007 in 4,731 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    417
    MILLION
  • Total Number of Accounts
    4,731
    ACCOUNTS
  • Average Account Value
    $88,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AL, AR, AZ, CA, CO, CT, FL, GA, IL, KY, LA, MD, MI, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Verity Asset Management
Showing 1 - 10 of 31 top financial advisors.
1
Lorren M. Bryant
CRD#: 2003374
280 S. Mangum Street, Suite 550, Durham, NC 27701
96
Wealthminder
score

Lorren Bryant (CRD# 2003374) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 27 years of experience in the finance industry. Lorren Bryant 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.

2
Gregory I. Herman - Giddens
CRD#: 4417443
280 S. Mangum Street, Suite 550, Durham, NC 27701
96
Wealthminder
score

Gregory Herman - Giddens (CRD# 4417443) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 15 years of experience in the finance industry. Gregory Herman - Giddens 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.

3
Douglas J. Lester
CRD#: 307379
280 S. Mangum Street, Suite 550, Durham, NC 27701
96
Wealthminder
score

Douglas Lester (CRD# 307379) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 32 years of experience in the finance industry.

4
Christopher C. Bolles
CRD#: 1842680
280 S. Mangum Street, Suite 550, Durham, NC 27701
93
Wealthminder
score

Christopher Bolles (CRD# 1842680) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 10 years of experience in the finance industry.

5
Steven C. Butz
CRD#: 2213840
280 S. Mangum Street, Suite 550, Durham, NC 27701
93
Wealthminder
score

Steven Butz (CRD# 2213840) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 24 years of experience in the finance industry.

6
Brad N. Corbett
CRD#: 2979937
280 S. Mangum Street, Suite 550, Durham, NC 27701
93
Wealthminder
score

Brad Corbett (CRD# 2979937) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 18 years of experience in the finance industry.

7
Michael L. Decamillis
CRD#: 2415908
280 S. Mangum Street, Suite 550, Durham, NC 27701
93
Wealthminder
score

Michael Decamillis (CRD# 2415908) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 13 years of experience in the finance industry.

8
Ronald W. Gibbs
CRD#: 2620589
280 S. Mangum Street, Suite 550, Durham, NC 27701
93
Wealthminder
score

Ronald Gibbs (CRD# 2620589) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 21 years of experience in the finance industry.

9
Kurt C. Hollar
CRD#: 2844679
280 S. Mangum Street, Suite 550, Durham, NC 27701
93
Wealthminder
score

Kurt Hollar (CRD# 2844679) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 19 years of experience in the finance industry.

10
William R. Hopwood
CRD#: 4178345
280 S. Mangum Street, Suite 550, Durham, NC 27701
93
Wealthminder
score

William Hopwood (CRD# 4178345) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 16 years of experience in the finance industry.

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