Conrad
Walker

Verity Asset Management

CRD#6998100
Investment Advisor
in Danville, CA

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About this Advisor

Conrad Walker is a financial advisor who works out of Danville, California who has 5 years of industry experience. Walker works at Verity Asset Management. Over the course of their career, Walker has held roles at Verity Asset Management, Teacher'S Pension, Stonegate Mortgage, Summit Funding and Chase. Walker maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in California. Verity Asset Management is a firm that has its headquarters in Durham, NC. It has offices in eight locations and a total of 69 people on staff. It controls $783 million in assets under management among its 7,489 accounts, making it one of the bigger firms in the United States by assets under management. Of its 7,489 client accounts, just 3% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees depend on the type of financial services. Fee types billed by Verity Asset Management likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

465 El Capitan Dr
Danville, CA 94526-4942

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Verity Asset Management Brokerage Details

Total Assets Under Management

$783,152,132

CA Average: $3,625,019,099
Total Number of Employees

69

CA Average: 22
Total Number of Accounts

7,489

CA Average: 1,917
Average Account Size

$104,574

CA Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Conrad Walker Work History

Conrad has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Verity Asset Management

2016 - Present (8 years)

Teacher'S Pension

2014 - 2016 (2 years)

Stonegate Mortgage

2013 - 2014 (1 year)

Summit Funding

2012 - 2013 (1 year)

Chase

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Conrad Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Verity Asset Management

Gary D'Alessio
Durham, NC
William Barnes
Rockingham, NC
Brad Corbett
Durham, NC
Ronald Gibbs
Durham, NC
Nickolas Moes
Keller, TX
Conrad Walker
Danville, CA
David Cox
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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