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 33 states (or territories).

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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Verity Asset Management
Showing 21 - 30 of 52 top financial advisors.
21
Steven J. Lewis
CRD#: 1526636
Apex, NC

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.

22
Luciun W. Lovick
CRD#: 6978417
280 S Mangum St, Ste 550, Durham, NC 27701

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.

23
Vickie J. Mach
CRD#: 6055967
280 S Mangum St, Ste 550, Durham, NC 27701

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.

24
Sean J. McGill
CRD#: 2325931
280 S. Mangum Street, Suite 550, Durham, NC 27701

Sean McGill (CRD# 2325931) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 31 years of experience in the finance industry.

25
Raymond A. Menna
CRD#: 1918097
280 S Mangum St, Ste 550, Durham, NC 27701

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.

26
Erik J. Neville
CRD#: 6794670
280 S Mangum St, Ste 550, Durham, NC 27701

Erik Neville (CRD# 6794670) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 5 years of experience in the finance industry.

27
Frederick C. Osmond
CRD#: 1662191
Colfax, CA

Frederick Osmond (CRD# 1662191) is an Investment Advisor Representative working at Verity Asset Management in Colfax, CA and has over 14 years of experience in the finance industry.

28
Albert J. Otto
CRD#: 1122364
280 S Mangum St, Ste 550, Durham, NC 27701

Albert Otto (CRD# 1122364) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 40 years of experience in the finance industry.

29
Jeffrey C. Potter
CRD#: 4009163
Youngstown, OH

Jeffrey Potter (CRD# 4009163) is an Investment Advisor Representative working at Verity Asset Management in Youngstown, OH and has over 19 years of experience in the finance industry.

30
Kurt D. Preble
CRD#: 4359110
280 S. Mangum Street, Suite 550, Durham, NC 27701

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.

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