Best Investors
Account
Sign in
Best Investors
Account
Sign in
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-07-29 |
Branch Locations
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Mgmt | Durham | NC | 08/1997 | Present |
| Verity Investments, Inc. | Durham | NC | 06/2011 | 11/2025 |
| Verity Financial Group | Durham | NC | 08/1997 | Present |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 11/2025 | Present |
1.) VERITY FINANCIAL GROUP - 8/1/97 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Agent, Independent Contractor, Not Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) VERITY ASSET MGMT - 8/1/97 - 280 S Mangum Street, Suite 550 Durham, NC 27701 - IAR, Offer advisory services, Invt Rel, RA business, 170 hrs/mo; 170 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-20 |
Reach out to this advisor