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Erik Neville

8 Years of Experience
BrokerSells Insurance

Erik Neville is a registered investment advisor, based in Durham, NC, with 8 years of industry experience.

Location

280 S Mangum St, Ste 550, Durham, NC, 27701-3676

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Erik is involved in several businesses, including an insurance and pension agency (Teacher's Pension and Insurance Services), a registered investment advisor (Verity Asset Management), and multiple real estate and insurance-related ventures. He dedicates a full-time effort to Verity Asset Management and Teacher's Pension and Insurance Services.

Employment History
Current Registrations
The Leaders Group, INC.
November 2025 - Present · 5 mos
The Leaders Group, INC.Broker
November 2025 - Present · 5 mos
Verity Asset Management
January 2019 - Present · 7 yrs 3 mos
Previous Registrations
Verity Investments, INC.Broker
February 2018 - November 2025 · 7 yrs 9 mos
State Registrations7 states
AZCANCNHNJTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Erik Neville - Financial Advisor | TrueAdvisor