Paul
Collier
Verity Asset Management
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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
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
Paul Collier Work History
Verity Asset Management
Teachers Pension Services
American Va Loans
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
Durham, NC
Durham, NC
Durham, NC
Austin, TX
Rockingham, NC
Danville, CA
Durham, NC
Ronkonkoma, NY
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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