CH
Christopher M. Harrison
VERITY ASSET MANAGEMENT
TALLAHASSEE, FL 32308-3880
Some features on this profile are disabled
CRD#: 6970033
CH
Professional summary
Christopher Michael Harrison, CFP®, who also goes by Chris Harrison, is a registered financial advisor currently at VERITY ASSET MANAGEMENT located in Tallahassee, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christopher has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Harrison
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; INVESTMENT-RELATED; 2010 RAYMOND DIEHL RD., STE. 102, TALLAHASSEE, FL 32308; INSURANCE SALES AND SERVICE; INSURANCE AGENT; 5/2012; 144 HOURS PER MONTH; 144 HOURS PER MONTH; SALES AND SERVICE OF INSURANCE PRODUCTS 2.) CORPORATE & ESTATE ANALYSTS INC.; INVESTMENT-RELATED; 2010 RAYMOND DIEHL RD., STE. 102, TALLAHASSEE, FL 32308; MEDICARE AND FINAL EXPENSE; INSURANCE SALES; 2/2012; 12 HOURS PER MONTH; 12 HOURS PER MONTH; SALES AND SERVICE OF INSURANCE PRODUCTS 3) Verity Financial Group, Inc.; Not investment-related; Durham, NC; Insurance agency; Agent; Independent Contractor; 02/2020; 0 hours per month; 0 during market hours; Insurance and annuity products.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Michael Harrison's 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®
Start date: 2018
Experience
Current
March 5, 2020 - Present
VERITY ASSET MANAGEMENT
Office #1: 2010 Raymond Diehl Rd Ste 102, Tallahassee, FL 32308-3880RIA
CRD#: 158667
TALLAHASSEE, FL
Past
July 13, 2018 - February 11, 2020
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
TALLAHASSEE, FL
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".
VA
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(3/5/2020)
Exams
Current Firm
VA
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
67
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 7,199 |
| AUM (Assets Under Management) | $ 1,041,329,944 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VERITY ASSET MANAGEMENT
CRD#: 158667Tallahassee, FL 32308-3880TRUST BUT VERIFY
Monitor Christopher Harrison
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
