Verity Wealth Advisors LLC
Legal Name: VERITY WEALTH ADVISORS, LLC
Full Contact Details
Verity Wealth Advisors LLC
1505 BRIDGEWAY, SUITE 208, SAUSALITO, CA
415-561-3340
415-887-9302
Other Info
Verity Wealth Advisors, LLC is a Limited Liability Company based in CA, with 2 employees, including one advisor, and a client base of 10. The firm's SEC status is listed as Approved and it has been registered since May 1, 2003.
Home | VERITY Wealth Advisors
top of pageVERITY Wealth AdvisorsView VERITY's Relationship Summary (Form CRS)Check the background of this firm on FINRA's BrokerCheckOur TeamEvan Oliver, CFA, CFP , CDFA®®Check the background of Evan Oliver on FINRA's BrokerCheckPrior to founding VERITY Wealth Advisors in 2003, Evan had ten yea…
Evan Oliver | Financial Advisor in Sausalito, CA
Evan Oliver is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at VERITY Wealth Advisors, LLC in Sausalito, CA and the surrounding communities.
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Direct Owners
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ROBERT EVAN OLIVER
PRINCIPAL, CHIEF COMPLIANCE OFFICER owns 75% or more
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RYAN PATRICK BECKLER
PRINCIPAL owns more than 5% but less than 10%