William
Hopwood
Verity Asset Management
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About this Advisor
William Hopwood is a financial advisor based in Durham, North Carolina, working with Verity Asset Management. William has previously held positions at Verity Asset Management, Inc, Verity Financial Group, and Verity Investments, Inc. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, William 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
William Hopwood Work History
Verity Investments, Inc
Verity Asset Management, Inc
Verity Financial Group
Disclosures
Please visit the SEC profile of William Hopwood 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
Danville, CA
Rockingham, NC
Austin, TX
Durham, NC
Durham, NC
Durham, NC
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