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 41 - 50 of 79 top financial advisors.
41
Christopher R. Reid
CRD#: 5494545
280 S Mangum St, Ste 550, Durham, NC 27701

Christopher Reid (CRD# 5494545) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 14 years of experience in the finance industry.

42
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 5 years of experience in the finance industry.

43
Brian R. Shelton
CRD#: 7113658
280 S Mangum St, Ste 550, Durham, NC 27701

Brian Shelton (CRD# 7113658) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 3 years of experience in the finance industry.

44
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 29 years of experience in the finance industry.

45
Debra D. Starkey
CRD#: 2627692
280 S Mangum St, Ste 550, Durham, NC 27701

Debra Starkey (CRD# 2627692) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 27 years of experience in the finance industry.

46
Richard D. Staves
CRD#: 1879748
10303 E Dry Creek Rd, Ste 400, Englewood, CO 80112

Richard Staves (CRD# 1879748) is an Investment Advisor Representative working at Verity Asset Management in Englewood, CO and has over 33 years of experience in the finance industry.

47
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 25 years of experience in the finance industry.

48
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 13 years of experience in the finance industry.

49
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.

50
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 4 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 7 8 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.