Financial ADVSR advisor directory · SEC adviser records
Verum Partners LLC financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Verum Partners LLC office in Charlotte, A to Z.
The short answer
13 registered advisors work at Verum Partners LLC in Charlotte, out of 13 at the firm nationwide; it ranks number 51 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Verum Partners LLC advisors in Charlotte, A to Z
Every Verum Partners LLC advisor →- Brian C. AgerInvestment adviser rep
- Abigail A. BennettCertified Financial Planner
- Molly BohrerInvestment adviser rep
- Angela ConnollyInvestment adviser rep
- Oliver R. Cross IIIInvestment adviser rep
- Charles DoranCertified Financial Planner
- Emma K. MooneyInvestment adviser rep
- David A. PerkinsCertified Financial Planner, Personal Financial Specialist
- Patrick R. RaminskiChartered Financial Analyst
- Walker T. SheltonCertified Financial Planner
- Holly F. SkipperInvestment adviser rep
- Phoebe S. Son OhCertified Financial Planner
- Austin D. TillesChartered Financial Analyst
Verum Partners LLC advisors in every city and state →Verum Partners LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 641Merrill Lynch, Pierce, Fenner & Smith Incorporated 434Wells Fargo Clearing Services, LLC 395Tiaa-Cref Individual & Institutional Services, LLC 321UBS Financial Services Inc. 147Truist Advisory Services, Inc. 118LPL Financial LLC 107Ameriprise Financial Services, LLC 102Morgan Stanley 95Strategic Advisers LLC 82Ip Financial Advisory Services LLC 66Principal Advised Services 66
Questions
How many financial advisors does Verum Partners LLC have in Charlotte?
13 investment adviser representatives are registered at Verum Partners LLC offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Verum Partners LLC one of the largest advisor employers in Charlotte?
Verum Partners LLC ranks number 51 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.
How do I check a Verum Partners LLC advisor in Charlotte?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Verum Partners LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.