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VERITAS INDEPENDENT PARTNERS, LLC
VERITAS INDEPENDENT PARTNERS, LLC
TRUTORO
CONWAY, Arkansas
·
4 registered advisors
·
CRD# 169291
SEC# 801-120986
9
501-358-6131
01
Firm Overview
AUM
$139M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at VERITAS INDEPENDENT PARTNERS, LLC
4 registered advisors
Debra Dawn Shannon
CONWAY, Arkansas
CRD# 5021297
Katherine Alice Anderson
CONWAY, Arkansas
CRD# 4723171
Rebecca Gail Murdoch
CONWAY, Arkansas
CRD# 3171059
Robert Thomas Mikkelsen
CONWAY, Arkansas
CRD# 1088430
05
Office Locations
CONWAY, Arkansas
4 advisors
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Data sourced from SEC Form ADV filings. VERITAS INDEPENDENT PARTNERS, LLC (CRD# 169291) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.