Unclaimed Profile

Kent Gregory Abbey

VERATIS INVESTMENT GROUP, INC.·CARY, North Carolina

Clean recordVERATIS INVESTMENT GROUP, INC.

1400 CRESCENT GREEN, CARY, NC 27518-8118CRD# 4493306Firm CRD# 117892

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kent Gregory Abbey · CARY, NC

Registration

CRD #4493306 · VERATIS INVESTMENT GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kent Gregory Abbey is a registered financial advisor based in CARY, North Carolina, affiliated with VERATIS INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

VERATIS ADVISORS, INC.

AUM

$4.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VERATIS ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4493306

Firm CRD# 117892

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kent Gregory Abbey offer?

Kent Gregory Abbey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARY, North Carolina for a consultation.

What are Kent Gregory Abbey's credentials?

Kent Gregory Abbey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kent Gregory Abbey located?

Kent Gregory Abbey is based in CARY, North Carolina, working with VERATIS INVESTMENT GROUP, INC.. Their office serves clients in the CARY metropolitan area and surrounding communities.

How does Kent Gregory Abbey charge for services?

Kent Gregory Abbey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERATIS INVESTMENT GROUP, INC.?

VERATIS INVESTMENT GROUP, INC. has approximately 7 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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