Best Investors Account Sign in
Inactive

Richard Adam Clay Vernon

Vernon Management Group, Incorporated

Richm0Nd, VA

CRD 7671105

Claim This Profile
Employer firm

Vernon Management Group, Incorporated CRD 117666

$55.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Vernon Management Group, Incorporated

3200 Lauderdale Road Suite 103, Richm0Nd, VA 23233 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-12-05
  • VA RA
    APPROVED
    Since 2022-12-05

Branch Locations

3200 Lauderdale Road Suite 103, Richm0Nd, VA 23233 • 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
Vernon Management Group Henrico VA 09/2020 Present
High School And College Richmond VA 12/2011 09/2020
  • 09/2020 → Present
    Vernon Management Group
    Henrico, VA
  • 12/2011 → 09/2020
    High School And College
    Richmond, VA
Other Businesses

Name: Blue Sky Life & Annuities Life Insuarance Sales Address: 2409 Asker Court Nature: Life insurance and fixed annuities Position: Owner Relationship: Owner Start date: 6/2/2022 Number of hours: 0 Number of hours during trading: 0 Duties: Sell life insurance and fixed annuities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-02
  • S65 Uniform Investment Adviser Law Examination
    2022-12-02

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Richm0nd, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor