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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on July 21, 2017
    • $435.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $103.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

32

name start date
Michael Lee Decamillis
July 2011
Amy Louise Simonson
July 2011
Malcolm Mceachern Trevillian
July 2011
Brad Nolan Corbett
September 2014
Allen Neal Huggins
July 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    H&R Block/Hillsborough Financial Group -- --
    John W. Golding, CPA -- --
    Trustcounsel -- --
    Verity Financial Group -- --
    Verity Investments, Inc. Dual Registrant $286,896,304

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Sean Jennings Mcgill Vice President September, 1996 less than 5%
      Amy Louise Simonson Vice President/Finance And Operations July, 1996 less than 5%
      Jeff Alan Munsey Vice President July, 1996 less than 5%
      Gordon Thomas Wegwart President/Chief Compliance Officer/Chief Investment Officer September, 1996 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees