Unclaimed Profile

Dustin Anthony Barr

VERUM PARTNERS LLC·CHARLOTTE, North Carolina

SIE, Series 7, Series 63CFAClean record10 years registeredVERUM PARTNERS LLC

2333 RANDOLPH ROAD, CHARLOTTE, NC 28207CRD# 6529215Firm CRD# 301058

Profile Verification

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

Identity

Dustin Anthony Barr · CHARLOTTE, NC

Registration

CRD #6529215 · VERUM PARTNERS LLC · 10 years registered

Brand Profile

Not yet started

Career History

VERUM PARTNERS LLC

May 2019 – present

CAROLINAS INVESTMENT CONSULTING LLC

Jun 2016 – May 2019

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · June 7, 2016

Years registered · 10

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERUM PARTNERS LLC

CRD 301058 · SEC 801-115236

AUM

$740M

Regulatory assets under management

Employees

1,287 client accounts

Services offered by VERUM PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERUM PARTNERS LLC →

Introduction

Speak with Dustin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Dustin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Dustin Anthony Barr offer?

Dustin Anthony Barr specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Dustin Anthony Barr's credentials?

Dustin Anthony Barr holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dustin Anthony Barr located?

Dustin Anthony Barr is based in CHARLOTTE, North Carolina, working with VERUM PARTNERS LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Dustin Anthony Barr charge for services?

Dustin Anthony Barr's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERUM PARTNERS LLC?

VERUM PARTNERS LLC has approximately 13 employees and manages $740M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →