William M. Durham

VERITY ASSET MANAGEMENT

TALLAHASSEE, FL 32308-3845

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CRD#: 1012850

Professional summary

William Melvin Durham, CFP®, who also goes by Bill Durham Jr, Jr William Melvin Durham, William Melvin Durham Jr, is a registered financial advisor currently at VERITY ASSET MANAGEMENT located in Tallahassee, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. William has worked at 7 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Durham Jr | Jr William Melvin Durham | William Melvin Durham Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) W.M. DURHAM ASSOCIATES LLC; Not INVESTMENT-RELATED; 2010 RAYMOND DIEHL RD., STE. 102, TALLAHASSEE, FL 32308; INSURANCE SALES AND SERVICE; PRESIDENT; 5/2012; 144 HOURS PER MONTH; 144 HOURS PER MONTH; SALES AND SERVICE OF INSURANCE PRODUCTS 2.) CORPORATE & ESTATE ANALYSTS INC.; Not INVESTMENT-RELATED; 2010 RAYMOND DIEHL RD., STE. 102, TALLAHASSEE, FL 32308; MEDICARE AND FINAL EXPENSE; PRESIDENT; 1/1982; 6 HOURS PER MONTH; 6 HOURS PER MONTH; SALES AND SERVICE OF INSURANCE PRODUCTS 3.) Verity Financial Group, Inc.; Not investment-related; Durham, NC; Holding company; Agent; Independent Contractor; 09/2019; 0 hours per month; 0 during market hours; No duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Melvin Durham's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Current

June 6, 2019 - Present

VERITY ASSET MANAGEMENT

Office #1: 2181 Raymond Diehl Rd, Tallahassee, FL 32308-3845

RIA

CRD#: 158667

TALLAHASSEE, FL

Past

July 13, 2018 - January 23, 2019

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

TALLAHASSEE, FL

Past

November 17, 1997 - January 7, 2000

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

September 9, 1992 - August 29, 1997

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

September 9, 1991 - April 7, 1992

U.S. SECURITIES CLEARING CORP.

CRD#: 15403

SAN DIEGO, CA

Past

July 15, 1983 - December 31, 1989

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

May 25, 1982 - May 6, 1983

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERITY ASSET MANAGEMENT

ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT

CRD#: 158667 / SEC#: 801-66730

RIA

Registered Investment Advisory firm - (5/26/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/6/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 6

Date: 5/24/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VERITY ASSET MANAGEMENT

ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT

CRD#: 158667 / SEC#: 801-66730

RIA

Registered Investment Advisory firm - (5/26/2006 Approved)

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Contact information

Main Address

280 S Mangum St Ste 550, Durham, NC 27701-3676

Mailing Address

Phone number

(919) 490-6717

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/29/2025)

Regulatory assets under management

Total Number of Accounts	7,199
AUM (Assets Under Management)	$ 1,041,329,944

Red Flags

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William M. Durham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Melvin Durham's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERITY ASSET MANAGEMENT

AE WEALTH MANAGEMENT, LLC

NEW ENGLAND SECURITIES

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

U.S. SECURITIES CLEARING CORP.

EQUITY SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

VERITY ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 6

Date: 5/24/1982

Current Firm

VERITY ASSET MANAGEMENT

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERITY ASSET MANAGEMENT

TRUST BUT VERIFY

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