Ronald
Gibbs

Verity Asset Management

CRD#2620589
Investment Advisor
in Durham, NC

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About this Advisor

Ronald Gibbs is a financial advisor working in Durham, North Carolina who has 11 years of relevant experience. Gibbs works at Verity Asset Management. The advisor has gained experience at Verity Financial Group, Verity Asset Management and Verity Investments Inc. Gibbs has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Texas and Virginia. Verity Asset Management is an advisory firm that has its headquarters in Durham, NC. The investment advisory business has offices in eight locations and a total of 69 advisors. It oversees $783 million in total assets across its 7,489 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 7,489 accounts, just 3% are associated with high-net-worth investors who have at least $1 million in investable assets. Verity Asset Management provides 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 advisory fee schedules usually vary depending on which services the firm provides the client. Fees billed by Verity Asset Management likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

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

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

$783,152,132

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

69

NC Average: 22
Total Number of Accounts

7,489

NC Average: 1,917
Average Account Size

$104,574

NC Average: $1,890,985

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

Ronald Gibbs Work History

Ronald has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Verity Financial Group

2012 - Present (12 years)

Verity Asset Management

2012 - Present (12 years)

Verity Investments Inc

*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 Ronald Gibbs 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

William Barnes
Rockingham, NC
Gary D'Alessio
Durham, NC
Brad Corbett
Durham, NC
David Cox
Austin, TX
Conrad Walker
Danville, CA
Nickolas Moes
Keller, TX
Vickie Mach
Durham, 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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