Verity Asset Management

Verity Asset Management (CRD# 158667) is a financial advisory firm headquartered in Durham, NC. They manage $817,766,323 in 7,392 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    818
    MILLION
  • Total Number of Accounts
    7,392
    ACCOUNTS
  • Average Account Value
    $110,629
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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Verity Asset Management
Showing 1 - 10 of 79 top financial advisors.
1
Eric L. Anderson
CRD#: 7009621
280 S Mangum St, Ste 550, Durham, NC 27701

Eric Anderson (CRD# 7009621) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 3 years of experience in the finance industry.

2
Ellen B. Bailey
CRD#: 5335340
280 S Mangum St, Ste 550, Durham, NC 27701

Ellen Bailey (CRD# 5335340) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 12 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.

3
Joseph A. Barbour
CRD#: 5474035
280 S Mangum St, Ste 550, Durham, NC 27701

Joseph Barbour (CRD# 5474035) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 14 years of experience in the finance industry.

4
Christopher C. Bolles
CRD#: 1842680
Wilmington, NC

Christopher Bolles (CRD# 1842680) is an Investment Advisor Representative working at Verity Asset Management in Wilmington, NC and has over 16 years of experience in the finance industry.

5
Lorren M. Bryant
CRD#: 2003374
205 Hillsborough Rd, Carrboro, NC 27510

Lorren Bryant (CRD# 2003374) is an Investment Advisor Representative working at Verity Asset Management in Carrboro, NC and has over 32 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.

6
Dennis J. Burd
CRD#: 1112731
1602 Broad St, Ste B, Greensburg, PA 15601

Dennis Burd (CRD# 1112731) is an Investment Advisor Representative working at Verity Asset Management in Greensburg, PA and has over 39 years of experience in the finance industry.

7
Gianna M. Campo
CRD#: 6655486
Wellington, FL

Gianna Campo (CRD# 6655486) is an Investment Advisor Representative working at Verity Asset Management in Wellington, FL and has over 6 years of experience in the finance industry.

8
Christopher M. Chatto
CRD#: 6525630
280 S Mangum St, Ste 550, Durham, NC 27701

Christopher Chatto (CRD# 6525630) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 6 years of experience in the finance industry.

9
Brad N. Corbett
CRD#: 2979937
280 S Mangum St, Ste 550, Durham, NC 27701

Brad Corbett (CRD# 2979937) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 24 years of experience in the finance industry.

10
John G. Davis
CRD#: 7080656
Roseville, CA

John Davis (CRD# 7080656) is an Investment Advisor Representative working at Verity Asset Management in Roseville, CA and has over 3 years of experience in the finance industry.

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