Financial ADVSR advisor directory · SEC adviser records
Verity Asset Management financial advisors in Durham, NC
Every SEC-registered investment adviser representative at a Verity Asset Management office in Durham, A to Z.
The short answer
27 registered advisors work at Verity Asset Management in Durham, out of 46 at the firm nationwide; it ranks number 3 in the city by advisors. 4 list the CFP designation and 12 are also registered broker representatives.
Verity Asset Management advisors in Durham, A to Z
Every Verity Asset Management advisor →- Eric L. AndersonInvestment adviser rep
- Ellen B. BaileyCertified Financial Planner · Also a broker rep
- Brad N. CorbettInvestment adviser rep
- Gary L. D'Alessio Jr.Investment adviser rep
- John G. DavisInvestment adviser rep
- Michael L. DecamillisAlso a broker rep
- William M. DurhamCertified Financial Planner
- Ronald W. GibbsAlso a broker rep
- Jason P. GollhoferInvestment adviser rep
- Christopher M. HarrisonCertified Financial Planner
- Michael R. HazenAlso a broker rep
- Kurt C. HollarAlso a broker rep
- Brian R. KurtzerAlso a broker rep
- Dominik L. MachadoInvestment adviser rep
- James B. MallinsonAlso a broker rep
- Sean J. McGillAlso a broker rep
- Raymond A. MennaCertified Financial Planner · Also a broker rep
- Erik J. NevilleAlso a broker rep
- Albert J. OttoInvestment adviser rep
- Kurt D. PrebleAlso a broker rep
- Wesley B. RatelleInvestment adviser rep
- Victor M. SanchezInvestment adviser rep
- Amy L. SimonsonInvestment adviser rep
- Todd J. SteckInvestment adviser rep
- Kc J. TraceInvestment adviser rep
- Malcolm M. TrevillianChartered Financial Analyst
- Gordon T. WegwartAlso a broker rep
Verity Asset Management advisors in every city and state →Verity Asset Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Verity Asset Management advisors in other cities
Wilmington, NC 3Oakdale, CA 2Aberdeen, NC 1Blacksburg, VA 1Boerne, TX 1Carrboro, NC 1Carrollton, TX 1Danville, CA 1Elmira, NY 1Hillsborough, NC 1Houston, TX 1Laguna Niguel, CA 1Las Vegas, NV 1Millstone Township, NJ 1Raleigh, NC 1
Other firms in Durham
All Durham advisors →Strategic Advisers LLC 235Edward Jones 30Tiaa-Cref Individual & Institutional Services, LLC 20Valic Financial Advisors, Inc. 20Cetera Investment Advisers LLC 12Northwestern Mutual Investment Services, LLC 8Raymond James Financial Services Advisors, Inc. 8LPL Financial LLC 7Slp Wealth 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 6Allworth Financial, L.P. 4
Questions
How many financial advisors does Verity Asset Management have in Durham?
27 investment adviser representatives are registered at Verity Asset Management offices in Durham, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 46 nationwide. 4 list the CFP designation and 12 are also registered as broker representatives.
Is Verity Asset Management one of the largest advisor employers in Durham?
Verity Asset Management ranks number 3 in Durham by registered advisors; Strategic Advisers LLC has the most, with 235.
How do I check a Verity Asset Management advisor in Durham?
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 Verity Asset Management 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.