Verity Asset Management

Verity Asset Management (CRD# 158667) is a financial advisory firm headquartered in Durham, NC. They manage $522,405,713 in 4,198 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    522
    MILLION
  • Total Number of Accounts
    4,198
    ACCOUNTS
  • Average Account Value
    $124,442
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
  • Other
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, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, LA, MA, MD, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY

Financial Advisors at Verity Asset Management
Showing 1 - 10 of 83 top financial advisors.
1
Eric L. Anderson
CRD#: 7009621
Waterford, CA

Eric Anderson (CRD# 7009621) is an Investment Advisor Representative working at Verity Asset Management in Waterford, CA and has over 2 years of experience in the finance industry.

2
Keith R. Baham
CRD#: 4759308
4950 Waring Road, San Diego, CA 92120

Keith Baham (CRD# 4759308) is an Investment Advisor Representative working at Verity Asset Management in San Diego, CA and has over 16 years of experience in the finance industry.

3
Ellen B. Bailey
CRD#: 5335340
280 S. Mangum Street, Suite 550, Durham, NC 27701

Ellen Bailey (CRD# 5335340) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 11 years of experience in the finance industry. Ellen Bailey 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.

4
Joseph A. Barbour
CRD#: 5474035
280 S. Mangum Street, Suite 550, Durham, NC 27701

Joseph Barbour (CRD# 5474035) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 12 years of experience in the finance industry.

5
Victor D. Bell
CRD#: 2268905
Lake Elsinore, CA

Victor Bell (CRD# 2268905) is an Investment Advisor Representative working at Verity Asset Management in Lake Elsinore, CA and has over 21 years of experience in the finance industry.

6
Christopher C. Bolles
CRD#: 1842680
280 S. Mangum Street, Suite 550, Durham, NC 27701

Christopher Bolles (CRD# 1842680) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 14 years of experience in the finance industry.

7
Mark A. Bonfield
CRD#: 4920340
151 West 4th Street, Cincinnati, OH 45202

Mark Bonfield (CRD# 4920340) is an Investment Advisor Representative working at Verity Asset Management in Cincinnati, OH and has over 15 years of experience in the finance industry.

8
Lorren M. Bryant
CRD#: 2003374
280 S. Mangum Street, Suite 550, Durham, NC 27701

Lorren Bryant (CRD# 2003374) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 31 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.

9
Dennis J. Burd
CRD#: 1112731
1602 Broad Street, Greensburg, PA 15601

Dennis Burd (CRD# 1112731) is an Investment Advisor Representative working at Verity Asset Management in Greensburg, PA and has over 37 years of experience in the finance industry.

10
Thomas J. Cama
CRD#: 4557306
Drive Co-work At District, 470 James Street, New Haven, CT 06513

Thomas Cama (CRD# 4557306) is an Investment Advisor Representative working at Verity Asset Management in New Haven, CT and has over 17 years of experience in the finance industry.

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