Charles
Doran
Verum Partners LLC
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About this Advisor
Charles Doran is a financial advisor based in Charlotte, North Carolina, working with Verum Partners LLC. Charles has previously held positions at Bank Of America, Verum Partners LLC, Wake Forest University, Fenwick Hospitality Group, Advantage Tennis, and The Wilberforce School. Charles has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Charles is part of Verum Partners LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 13 employees. The firm manages assets totaling $740.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Verum Partners LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Verum Partners LLC Brokerage Details
$740,408,167
13
1,287
$575,298
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Charles Doran Work History
Verum Partners LLC
Bank Of America
Wake Forest University
Fenwick Hospitality Group
Advantage Tennis
The Wilberforce School
Disclosures
Please visit the SEC profile of Charles Doran 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 Verum Partners LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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