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Find, Compare and Monitor Financial Advisors at VERITY INVESTMENTS, INC.

CRD#: 41527
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

VERITY INVESTMENTS, INC. is located at 280 S Mangum St Ste 550, Durham, NC 27701-3683 and was first established at Atlanta, North Carolina in 06/27/2011. After operating for 14 years, VERITY INVESTMENTS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of VERITY INVESTMENTS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. VERITY INVESTMENTS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at VERITY INVESTMENTS, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access VERITY INVESTMENTS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at VERITY INVESTMENTS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for VERITY INVESTMENTS, INC. Comes From

Understanding the Statistics for VERITY INVESTMENTS, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
280 S Mangum St Ste 550, Durham, NC 27701-3683
Mailing Address
280 S Mangum St Ste 550, Durham, NC 27701-3683
Firm Size
Small
Phone Number
(919) 490-6717
Established
North Carolina since 06/27/2011
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
VERITY FINANCIAL GROUP, INC.PARENT COMPANY
MUNSEY, JEFF ALANVICE PRESIDENT2777033
SIMONSON, AMY LOUISEVICE PRESIDENT/ PRINCIPAL FINANCIAL OFFICER / PRINCIPAL OPERATIONS OFFICER2326511
WEGWART, GORDON THOMASPRESIDENT/EXECUTIVE REP/CHIEF COMPLIANCE OFFICER1108685

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at VERITY INVESTMENTS, INC.

SL

Steven James Lewis SR

Steve Lewis, Steven James Lewis
IAR
RR
CRD#: 1526636
Location:
Aberdeen, NC
Company:
VERITY ASSET MANAGEMENT
Disclosures:
Experience:
39 years
View Profile
RM

Raymond Adam Menna

Ray Menna, Raymond Menna
IAR
RR
CRD#: 1918097
CFP®: Certified Financial Planner
Location:
Ronkonkoma, NY 11779-7600
Company:
VERITY ASSET MANAGEMENT
Disclosures:
Experience:
36 years
View Profile
CB

Christopher Charles Bolles

IAR
RR
CRD#: 1842680
Location:
Wilmington, NC
Company:
VERITY ASSET MANAGEMENT
Disclosures:
Experience:
19 years
View Profile
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