Verity Asset Management
Verity Asset Management (CRD# 158667) is a financial advisory firm headquartered in Durham, NC. They manage $902,895,255 in 8,036 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management903MILLION
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Total Number of Accounts8,036ACCOUNTS
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Average Account Value$112,356
- 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 investment companies (as well as "business development companies")
- 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, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
David Cox (CRD# 5061053) is an Investment Advisor Representative working at Verity Asset Management in Austin, TX and has over 18 years of experience in the finance industry.
David Denoble (CRD# 2755058) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 27 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.
Karen Ferrell (CRD# 7824135) is an Investment Advisor Representative working at Verity Asset Management in Coppell, TX and has 1 year of experience in the finance industry.
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 6 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 over 2 years of experience in the finance industry.
Wesley Ratelle (CRD# 7883276) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has 1 year 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.