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Holly French Skipper

Verum Partners LLC

Charlotte, NC

CRD 5521278

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Employer firm

Verum Partners LLC CRD 301058

$1.01B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Verum Partners Llc

2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-05-22
  • NC RA
    APPROVED
    Since 2019-05-22

Branch Locations

2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carolinas Investment Consulting Llc Charlotte NC 10/2014 05/2019
Verum Partners Llc Charlotte NC 05/2019 10/2022
Verum Partners Llc Charlotte NC 10/2022 Present
Previous Registrations
  • 2016-01-04 → 2019-05-20
    Carolinas Investment Consulting Llc
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-12
  • S66 Uniform Combined State Law Examination
    2015-10-12
Other Names
  • Holly Leigh French
  • Holly Leigh French

View on SEC IAPD

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Nearby Investors

JOSHUA REESE BAILEY
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Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
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