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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Melvin Durham Jr. is a financial advisor with Verity Asset Management. William has been in the financial services industry for over 38 years. William is a Registered Investment Advisor in Florida. William specializes in providing financial planning, portfolio management and pension consulting services. William also offers administrative services for advisors, educational seminars, and selection of other advisors. William's firm, Verity Asset Management, has offices in Durham, North Carolina and Tallahassee, Florida.
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
06/06/2019 - Present
Verity Asset Management (DURHAM NC)
NY
11/17/1997 - 01/07/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
09/09/1992 - 08/29/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
CA
09/09/1991 - 04/07/1992
U.S. SECURITIES CLEARING CORP. (SAN DIEGO CA)
VT
07/15/1983 - 12/31/1989
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
05/25/1982 - 05/06/1983
NML EQUITY SERVICES, INC.
BC
Issued 05/24/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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