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).

Current Firm Details
280 S Mangum St, Ste 550, Durham, NC 27701
https://www.facebook.com/verityassetmanagement/
By the Numbers
  • Total Assets Under Management
    783
    MILLION
  • Total Number of Accounts
    7,489
    ACCOUNTS
  • Average Account Value
    $104,574
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, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Verity Asset Management
Showing 31 - 40 of 52 top financial advisors.
31
John Rudd, financial advisor Blacksburg VA
John C. Rudd
CRD#: 6762858
119 Church St Ne, #100, Blacksburg, VA 24060

John Rudd (CRD# 6762858) is an Investment Advisor Representative working at Verity Asset Management in Blacksburg, VA and has over 6 years of experience in the finance industry.

32
Amy Simonson, financial advisor Durham NC
Amy L. Simonson
CRD#: 2326511
280 S. Mangum Street, Suite 550, Durham, NC 27701

Amy Simonson (CRD# 2326511) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 30 years of experience in the finance industry.

33
Gretchen Stroemer, financial advisor Durham NC
Gretchen R. Stroemer
CRD#: 2782838
280 S Mangum St, Ste 550, Durham, NC 27701

Gretchen Stroemer (CRD# 2782838) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 27 years of experience in the finance industry.

34
Michael Timofeeff, financial advisor Elmira NY
Michael N. Timofeeff
CRD#: 5611528
Elmira, NY

Michael Timofeeff (CRD# 5611528) is an Investment Advisor Representative working at Verity Asset Management in Elmira, NY and has over 14 years of experience in the finance industry.

35
Malcolm Trevillian, financial advisor Durham NC
Malcolm M. Trevillian
CRD#: 1001676
280 S Mangum St, Ste 550, Durham, NC 27701

Malcolm Trevillian (CRD# 1001676) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has 1 year of experience in the finance industry.

36
Conrad Walker, financial advisor Danville CA
Conrad T. Walker
CRD#: 6998100
465 El Capitan Dr, Danville, CA 94526

Conrad Walker (CRD# 6998100) is an Investment Advisor Representative working at Verity Asset Management in Danville, CA and has over 5 years of experience in the finance industry.

37
Gordon Wegwart, financial advisor Durham NC
Gordon T. Wegwart
CRD#: 1108685
280 S. Mangum Street, Suite 550, Durham, NC 27701

Gordon Wegwart (CRD# 1108685) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 40 years of experience in the finance industry.

38
William Barnes, financial advisor Rockingham NC
William S. Barnes
CRD#: 7715911
Rockingham, NC

William Barnes (CRD# 7715911) is an Investment Advisor Representative working at Verity Asset Management in Rockingham, NC and has 1 year of experience in the finance industry.

39
Richard Cecchi, financial advisor Ronkonkoma NY
Richard Cecchi
CRD#: 2947705
3075 Veterans Memorial Hwy, Ste 130, Ronkonkoma, NY 11779

Richard Cecchi (CRD# 2947705) is an Investment Advisor Representative working at Verity Asset Management in Ronkonkoma, NY and has over 25 years of experience in the finance industry.

40
Paul Collier, financial advisor Huntington Beach CA
Paul W. Collier
CRD#: 7731054
20422 Beach Blvd, Ste 105, Huntington Beach, CA 92648

Paul Collier (CRD# 7731054) is an Investment Advisor Representative working at Verity Asset Management in Huntington Beach, CA and has 1 year of experience in the finance industry.

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