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Trevor Lawrence McGhie

Verity Asset Management

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About Trevor Lawrence McGhie

Trevor Lawrence McGhie is an investment advisor representative with Verity Asset Management. Trevor is licensed in California and Texas. Trevor holds the Series 65 and SIE exams and has experience in insurance sales and annuity products. Trevor has been in the financial industry since June 2018. In addition to working as an advisor representative for Verity Asset Management, Trevor also works as a teacher's pension and insurance agent for Teacher's Pension and Insurance Services, Inc. and as an insurance agent for IMP Financial Services.

Firm Information

Trevor McGhie is currently registered with Verity Asset Management. Verity Asset Management is an investment advisory firm based in Durham, NC. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Verity manages approximately $902.9 million in assets for over 8,000 clients.
Verity Asset Management

280 S MANGUM ST

DURHAM, NC 27701-3676

$902.90M

Assets Under Management

41

Total Clients

57

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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administrative services for advisors

Administrative services for advisors

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Trevor McGhie’s Registration & Firm History

CA

01/02/2025 - Present

Verity Asset Management (FOUNTAIN VALLEY CA)

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Licenses & Designations

IA

Issued 05/17/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trevor Lawrence McGhie.
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