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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik James Neville is a registered investment advisor representative with Verity Asset Management, a firm with offices in Durham, NC and Highland, UT. Erik is a licensed advisor representative in California, New Hampshire, Texas, and Utah. Erik has been in the industry since 2018 and has a broad range of experience in investment advisory services, insurance and pension agency, real estate, and plan administration. Erik works with a wide range of clients, including high-net-worth individuals, investment companies, pension and profit-sharing plans, corporations, and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Administrative services for advisors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
05/18/2021 - Present
Verity Asset Management (DURHAM NC)
BC
Issued 01/09/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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