Michael
Hazen
Verity Asset Management
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About this Advisor
Michael Hazen is a financial advisor based in Durham, North Carolina, working with Verity Asset Management. Michael has previously held positions at Hardesty Hackett & Partners, Lllp, Nfp Advisor Services, Cetera Advisors Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, First Allied Securities, Inc, Summit Brokerage Services, Inc, Girard Securities, Inc, Cetera Financial Group, Verity Asset Management, Verity Investments, Inc, and Kestra Financial Services, Inc. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Michael is part of Verity Asset Management, which operates out of Durham, North Carolina. The firm has 9 offices and 64 employees. The firm manages assets totaling $902.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Verity Asset Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Verity Asset Management Brokerage Details
$902,895,255
64
8,036
$112,356
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Michael Hazen Work History
Verity Asset Management
Verity Investments, Inc
Cetera Advisors Networks LLC
Cetera Advisors LLC
Cetera Financial Specialists LLC
Cetera Investment Services LLC
First Allied Securities, Inc
Summit Brokerage Services, Inc
Girard Securities, Inc
Cetera Financial Group
Kestra Financial Services, Inc
Hardesty Hackett & Partners, Lllp
Nfp Advisor Services
Disclosures
Please visit the SEC profile of Michael Hazen 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
Durham, NC
Durham, NC
Durham, NC
Rockingham, NC
Austin, TX
Durham, NC
Danville, CA
Boerne, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
