Rachel
Menna
Verity Asset Management
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About this Advisor
Rachel Menna is a financial advisor operating out of Durham, North Carolina with 2 years of relevant experience. Menna is on the advisory team at Verity Asset Management. The advisor has gained experience at Elmentary/Middle/High School, Pj Cinemas, University Of West Haven, University Of West Haven - Business Office, Mutual, Inc, Planmember Securities Corporation, Pruco Securities LLC, Nys Unemployment, Station Coffee Shop, The Prudential Insurance Company Of America, Verity Investments, Inc and Verity Asset Management. Menna has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Hampshire and New York. Verity Asset Management is a financial advisory business based in Durham, NC. It has offices in eight locations and a total of 69 advisors. It administers $783 million in assets under management among its 7,489 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 7,489 accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules usually vary depending on which services the firm provides the client. Fees charged by Verity Asset Management most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verity Asset Management Brokerage Details
$783,152,132
69
7,489
$104,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Rachel Menna Work History
Rachel has been registered as a financial advisor for 2 years.*
Verity Investments, Inc
Verity Asset Management
The Prudential Insurance Company Of America
Pruco Securities LLC
Nys Unemployment
Station Coffee Shop
Mutual, Inc
Mutual, Inc
Planmember Securities Corporation
Mutual, Inc
University Of West Haven - Business Office
University Of West Haven
Pj Cinemas
Elmentary/Middle/High School
*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 Rachel Menna 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
Rockingham, NC
Durham, NC
Durham, NC
Durham, NC
Durham, NC
Keller, TX
Danville, CA
Austin, TX
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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