Vickie
Mach

Verity Asset Management

CRD#6055967
Investment Advisor
in Durham, NC

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About this Advisor

Vickie Mach is a financial advisor working in Durham, North Carolina, with a total of 5 years of industry experience. Mach is an employee of Verity Asset Management. Throughout their career, they have worked at Manteca Unified School District, Teacher'S Pension, Verity Asset Management and Verity Financial Group. Mach maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Verity Asset Management is a company that has its headquarters in Durham, NC. The company has offices in eight locations and a total of 69 people on staff. It administers $783 million in assets under management between its 7,489 accounts, placing it among the bigger firms in the country by assets under management. Of its 7,489 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. Verity Asset Management offers a broad set 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 fees usually vary depending on which service is offered. However, fee types charged by Verity Asset Management most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

Vickie Mach Work History

Vickie has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Verity Asset Management

2018 - Present (6 years)

Verity Financial Group

2016 - Present (8 years)

Teacher'S Pension

2013 - Present (11 years)

Manteca Unified School District

*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 Vickie Mach 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
Vickie Mach
Durham, NC
Ronald Gibbs
Durham, NC
Nickolas Moes
Keller, 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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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.

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