Dustin
Barr
Verum Partners LLC
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About this Advisor
Dustin Barr is a chartered financial analyst who works in Charlotte, North Carolina with a total of 4 years of relevant experience. Barr is currently employed by Verum Partners LLC. The advisor has gained experience at Tiaa, Carolinas Investment Consulting LLC and Verum Partners LLC. Barr maintains a Series 63 license, certifying them as a securities broker, and is registered to advise clients in North Carolina. Verum Partners LLC is an advisory company based out of Charlotte, NC. It manages $399 million in assets under management among its 716 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 716 client accounts, 80% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. However, fees billed by Verum Partners LLC most likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verum Partners LLC Brokerage Details
$398,930,774
8
716
$557,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Dustin Barr Work History
Dustin has been registered as a financial advisor for 4 years.*
Verum Partners LLC
Carolinas Investment Consulting LLC
Tiaa
*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 Dustin Barr 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
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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