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
Steven Lewis (CRD# 1526636) is an Investment Advisor Representative working at Verity Asset Management in Apex, NC and has over 37 years of experience in the finance industry.
Luciun Lovick (CRD# 6978417) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 5 years of experience in the finance industry.
Vickie Mach (CRD# 6055967) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 11 years of experience in the finance industry.
Sean McGill (CRD# 2325931) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 30 years of experience in the finance industry.
Raymond Menna (CRD# 1918097) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 34 years of experience in the finance industry. Raymond Menna 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.
Erik Neville (CRD# 6794670) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 4 years of experience in the finance industry.
Frederick Osmond (CRD# 1662191) is an Investment Advisor Representative working at Verity Asset Management in Colfax, CA and has over 13 years of experience in the finance industry.
Albert Otto (CRD# 1122364) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 39 years of experience in the finance industry.
Jeffrey Potter (CRD# 4009163) is an Investment Advisor Representative working at Verity Asset Management in Youngstown, OH and has over 18 years of experience in the finance industry.
Kurt Preble (CRD# 4359110) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 22 years of experience in the finance industry.