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 31 - 40 of 52 top financial advisors.
31
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 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 31 years of experience in the finance industry.

33
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 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 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 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 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 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
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 26 years of experience in the finance industry.

40
Paul W. Collier
CRD#: 7731054
Huntington Beach, CA

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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