Paul
Collier

Verity Asset Management

CRD#7731054
Investment Advisor
in Durham, NC

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About this Advisor

Paul Collier is a financial advisor based in Durham, North Carolina, working with Verity Asset Management. Paul has previously held positions at Verity Asset Management, American Va Loans, Teachers Pension Services, and Patriot Home Mortgage. Paul has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Paul 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

Series 65

Services Offered

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

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

$902,895,255

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

64

NC Average: 22
Total Number of Accounts

8,036

NC Average: 1,917
Average Account Size

$112,356

NC Average: $1,890,985

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

Paul Collier Work History

2023 - Present (1 year)

Verity Asset Management

2022 - Present (2 years)

Teachers Pension Services

2018 - Present (6 years)

American Va Loans

2012 - 2018 (6 years)

Patriot Home Mortgage

Disclosures

Please visit the SEC profile of Paul Collier 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

Michael Hazen
Durham, NC
John Davis
Durham, NC
David Cox
Austin, TX
Brad Corbett
Durham, NC
William Barnes
Rockingham, NC
Rachel Menna
Durham, NC
Conrad Walker
Danville, CA
Vickie Mach
Durham, NC

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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