Verum Partners LLC
Verum Partners LLC (CRD# 301058) is a financial advisory firm headquartered in Charlotte, NC. They manage $740,408,167 in 1,287 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management740MILLION
-
Total Number of Accounts1,287ACCOUNTS
-
Average Account Value$575,298
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, GA, NC, SC, TN, TX, VA
Dustin Barr (CRD# 6529215) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 7 years of experience in the finance industry.
Abigail Bennett (CRD# 5936885) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
Oliver Cross (CRD# 5837438) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 13 years of experience in the finance industry.
Robert Gammon (CRD# 3163885) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 16 years of experience in the finance industry.
Justin Louis (CRD# 6729706) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 6 years of experience in the finance industry.
David Perkins (CRD# 2616463) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 28 years of experience in the finance industry.
Walker Shelton (CRD# 5838615) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 13 years of experience in the finance industry.
Holly Skipper (CRD# 5521278) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
Molly Bohrer (CRD# 6918673) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Angela Connolly (CRD# 7743206) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has 1 year of experience in the finance industry.