Robert Gammon (CRD# 3163885) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 16 years of experience in the finance industry. Robert Gammon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3103002
Bna Wealth
CRD# 3078361
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6856204
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verum Partners LLC | Charlotte, NC | May 2019 - Current | 5 |
| Carolinas Investment Consulting LLC | Charlotte, NC | Feb 2008 - May 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
- NC
-
Total Assets Under Management740MILLIONS
-
Total Number of Accounts1,287ACCOUNTS
-
Average Account Value$575,298
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, GA, NC, SC, TN, TX, VA
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