Kevin
Gray
Veracity Capital LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kevin Gray is a financial advisor working in Dallas, Texas with a total of 4 years of relevant experience. Gray is currently employed by Veracity Capital LLC. During their career, the advisor has held roles at Ayco Co., A Goldman Sachs Co, F3 Logic, LLC, Purshe Kaplan Sterling Investments and Veracity Capital LLC. Gray maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Texas. Veracity Capital LLC is a company that has its headquarters in Atlanta, GA. It has offices in four locations and a total of 14 advisors. It administers $576 million in total assets among its 1,611 client accounts, placing it among the larger firms in the United States by assets under management. Of its 1,611 accounts, 55% are held by high-net-worth investors who have more than $1 million in assets. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services are provided. However, fees billed by Veracity Capital LLC most likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Veracity Capital LLC Brokerage Details
$576,203,259
14
1,611
$357,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kevin Gray Work History
Kevin has been registered as a financial advisor for 4 years.*
Veracity Capital LLC
Purshe Kaplan Sterling Investments
F3 Logic, LLC
Ayco Co., A Goldman Sachs Co
*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 Kevin Gray 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 Veracity Capital LLC
Miami, FL
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Newport Beach, CA
Dallas, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
