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
David Cox (CRD# 5061053) is an Investment Advisor Representative working at Verity Asset Management in Austin, TX and has over 17 years of experience in the finance industry.
Gary D'alessio (CRD# 7244170) is an Investment Advisor Representative working at Verity Asset Management in Berlin, NJ and has over 3 years of experience in the finance industry.
William Durham (CRD# 1012850) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has 1 year of experience in the finance industry. William Durham 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.
Clayton Fillian (CRD# 5793967) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has 1 year of experience in the finance industry.
Jacqueline Mallinson (CRD# 6505117) is an Investment Advisor Representative working at Verity Asset Management in Ronkonkoma, NY and has over 5 years of experience in the finance industry.
Rachel Menna (CRD# 6670016) is an Investment Advisor Representative working at Verity Asset Management in Ronkonkoma, NY and has over 4 years of experience in the finance industry.
Nickolas Moes (CRD# 6698500) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has 1 year of experience in the finance industry.
John Rowden (CRD# 5070903) is an Investment Advisor Representative working at Verity Asset Management in Hutto, TX and has over 17 years of experience in the finance industry.
Joselyn Sicuro (CRD# 7128624) is an Investment Advisor Representative working at Verity Asset Management in Pittsburgh, PA and has over 4 years of experience in the finance industry.
Ronald Somers (CRD# 7280523) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 3 years of experience in the finance industry.