Unclaimed
William Jacob glenn Vernon is a registered Investment Advisor Representative with Vernon Management Group, Inc. in Richmond, Virginia. William is also registered as an Investment Advisor Representative in Virginia. William’s firm, Vernon Management Group, Inc. is a registered Investment Advisor, and it provides advisory services to individuals and high net worth individuals. The firm's primary services include portfolio management, financial planning and a subscription to portfolio management and stock selection service.
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.
Personalized portfolio management to meet individual financial objectives.
Subscription to portfolio management and stock selection service
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.
Flat fees
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VA
03/02/2023 - Present
Vernon Management Group, Inc. (RICHM0ND VA)
IA
Issued 03/01/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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