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William James Lagos

VERUS FINANCIAL PARTNERS, INC.·RICHMOND, Virginia
Series 65Clean record19 years registeredVERUS FINANCIAL PARTNERS, INC.
9030 STONY POINT PARKWAY, RICHMOND, VA 23235CRD# 5107089Firm CRD# 106744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William James Lagos · RICHMOND, VA
Registration
CRD #5107089 · VERUS FINANCIAL PARTNERS, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

VERUS FINANCIAL PARTNERS
Aug 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 23, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VERUS FINANCIAL PARTNERS, INC.
CRD 106744 · SEC 801-41983
AUM
$921M
Regulatory assets under management
Employees
20
1,901 client accounts
Services offered by VERUS FINANCIAL PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VERUS FINANCIAL PARTNERS, INC. →
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05

Frequently Asked Questions

What services does William James Lagos offer?
William James Lagos specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.
What are William James Lagos's credentials?
William James Lagos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William James Lagos located?
William James Lagos is based in RICHMOND, Virginia, working with VERUS FINANCIAL PARTNERS, INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does William James Lagos charge for services?
William James Lagos'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 VERUS FINANCIAL PARTNERS, INC.?
VERUS FINANCIAL PARTNERS, INC. has approximately 20 employees and manages $921M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VERUS FINANCIAL PARTNERS, INC.

James Manny Shepherd
RICHMOND, VA
David Alexander Kozlowski
RICHMOND, VA
Edward L Hoppe
RICHMOND, VA
Julie Anne Waitman
RICHMOND, VA

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