Veritas Independent Partners
1150 Bob Courtway Dr, Ste 50
Conway, AR 72032
Clearing firm: TD Ameritrade
No. advisers: 19
No. franchises: 13
Year founded: 2013
Year end: Dec. 31
No. of retail offices: 9
Recruitment & Staffing
|No. of reps||19||14||11|
|No. of producing reps||16||14||11|
|No. of reps producing $100K-$499K /year||3||3||3|
|Total revenues: Other||0||0||—|
|Total account assets||$55,180,000||0||—|
|Total account assets: Other||$12,970,000||0||—|
|Average assets per rep||$3,941,429||—||—|
|Social Media & Mobile|
|Allows advisers to use social media||Y|
|Social media sites allowed||Facebook|
|Dedicated mobile application for advisers?||N|
|Primary purpose of mobile application||—|
May 24, 2017 - There's been a marked shift in the allocation of broker-dealer client assets in the year since the Department of Labor issued its fiduciary rule. Largely, the shift has seen assets flow into advisory accounts, which assess a level fee based on client...
January 22, 2017 - The 2017 InvestmentNews independent-broker-dealer directory is based on information provided by 90 eligible firms. To be considered for future listings, contact INResearch@investmentnews.com. Visit InvestmentNews.com/bddata for more-complete profiles....
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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