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Holly French Skipper

VERUM PARTNERS LLC·CHARLOTTE, North Carolina
Unclaimed Profile
2333 RANDOLPH ROAD, CHARLOTTE, NC 28207CRD# 5521278Firm CRD# 301058
01

About

Holly French Skipper is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with VERUM PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VERUM PARTNERS LLC
VERUM PARTNERS LLC
AUM
$740M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at VERUM PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5521278
Firm CRD# 301058
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Holly French Skipper offer?
Holly French Skipper specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Holly French Skipper's credentials?
Holly French Skipper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Holly French Skipper located?
Holly French Skipper 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 Holly French Skipper charge for services?
Holly French Skipper'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.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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