Paul B. Mayes

VERITAS INVESTMENT ADVISORY GROUP LLC

HENDERSONVILLE, NC 28739

Some features on this profile are disabled

CRD#: 7325784

Professional summary

Paul Brian Mayes, who also goes by Paul Mayes, is a registered financial advisor currently at VERITAS INVESTMENT ADVISORY GROUP LLC located in Hendersonville, North Carolina.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Paul has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Mayes

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.

Mr. Mayes work as a licensed insurance agent is performed under the business name Mayes Financial & Insurance Solutions LLC. Mr. Mayes is a licensed insurance agent offering products through various insurance carriers. Mr. Mayes in his capacity as a licensed insurance agent, may receive commissions or other compensation in addition to the advisory fees paid to him as an Investment Advisor Representative. This is work is investment-related and the products sold are part of his clients overall financial plan. This work is performed under fiduciary standards. This work began in January, 2021 at the same time he began work as an investment advisor. He spend approximately 3 hours per month on this business, all of which are during security trading hours. Work is performed at the same location as his work as an investment advisor which is 558 Fleming St., Suite B, Hendersonville, NC 28791.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Brian Mayes'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®

None

Experience

Current

August 5, 2025 - Present

VERITAS INVESTMENT ADVISORY GROUP LLC

Office #1: 558 Fleming St Suite B, Hendersonville, NC 28739

RIA

CRD#: 336821

HENDERSONVILLE, NC

Past

January 4, 2021 - August 13, 2025

SHANKLAND FINANCIAL ADVISORS, LLC

RIA

CRD#: 139562

HENDERSONVILLE, NC

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

North Carolina
(8/5/2025)

IAR

South Carolina
(9/12/2025)

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

State Security Law Exam

IAR

Series 65

Date: 12/23/2020

Uniform Investment Adviser Law Examination

Current Firm

VERITAS INVESTMENT ADVISORY GROUP LLC

CRD#: 336821 / SEC#:

North Carolina

Registered Investment Advisory firm - (8/5/2025 Approved)

South Carolina

Registered Investment Advisory firm - (9/12/2025 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

558 Fleming St Suite B, Hendersonville, NC 28739

Mailing Address

911 Thornton Pl, Hendersonville, NC 28791

Phone number

(828) 575-4014

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Russell Moskowitz

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

New York, NY

James Moore

EDWARD JONES

IAR

Ft Worth, TX

Erin Eiras

INDEPENDENT ADVISOR ALLIANCE, LLC

IAR

Jacksonville, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul B. Mayes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Brian Mayes's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERITAS INVESTMENT ADVISORY GROUP LLC

SHANKLAND FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/2020

Current Firm

VERITAS INVESTMENT ADVISORY GROUP LLC

Contact information

Documents

Red Flags

Company Information

VERITAS INVESTMENT ADVISORY GROUP LLC

TRUST BUT VERIFY

Similar Advisors