Brad
Corbett

Verity Asset Management

CRD#2979937
Investment Advisor
in Durham, NC

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About this Advisor

Brad Corbett is a financial advisor based out of Durham, North Carolina with a total of 9 years of industry experience. Corbett is an employee of Verity Asset Management. Over the course of their career, they have held roles at Whiteley Capital LLC and Verity Asset Management. Corbett maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Verity Asset Management is a company that has its headquarters in Durham, NC. The investment advisory business has offices in eight locations and a total of 69 financial advisors. It handles $783 million in total assets between its 7,489 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 7,489 customer accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in investable assets. Verity Asset Management provides a wide range of services, such as 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 fee schedules largely vary depending on the financial services. Fee types billed by Verity Asset Management likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

9 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

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

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Verity Asset Management Brokerage Details

Total Assets Under Management

$783,152,132

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

69

NC Average: 22
Total Number of Accounts

7,489

NC Average: 1,917
Average Account Size

$104,574

NC 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

Brad Corbett Work History

Brad has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Verity Asset Management

2012 - 2014 (2 years)

Whiteley Capital LLC

*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 Brad Corbett 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

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

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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