Verity Asset Management
Verity Asset Management (CRD# 158667) is a financial advisory firm headquartered in Durham, NC. They manage $783,152,132 in 7,489 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management783MILLION
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Total Number of Accounts7,489ACCOUNTS
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Average Account Value$104,574
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
Eric Anderson (CRD# 7009621) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 5 years of experience in the finance industry.
Ellen Bailey (CRD# 5335340) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 13 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.
Christopher Bolles (CRD# 1842680) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 17 years of experience in the finance industry.
Lorren Bryant (CRD# 2003374) is an Investment Advisor Representative working at Verity Asset Management in Carrboro, NC and has over 33 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.
Brad Corbett (CRD# 2979937) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 25 years of experience in the finance industry.
John Davis (CRD# 7080656) is an Investment Advisor Representative working at Verity Asset Management in Roseville, CA and has over 4 years of experience in the finance industry.
Michael Decamillis (CRD# 2415908) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 20 years of experience in the finance industry.
Troy Dryer (CRD# 2700254) is an Investment Advisor Representative working at Verity Asset Management in Centennial, CO and has over 27 years of experience in the finance industry.
Ronald Gibbs (CRD# 2620589) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 28 years of experience in the finance industry.
Christopher Harrison (CRD# 6970033) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has 1 year of experience in the finance industry. Christopher Harrison 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.