Gordon Wegwart is a registered investment advisor, based in Durham, NC, with 42 years of industry experience.
Location
280 S. Mangum Street, Suite 550, Durham, NC, 27701
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gordon is an officer, director, and investment advisor representative at Verity Asset Management, dedicating nearly full-time hours to investment advisory services. He also serves as an officer and director at Verity Financial Group, an insurance agency, and is a board member at PlanScope360, LLC, a retirement plan governance company.
Employment History
Current Registrations
The Leaders Group, INC.Broker
Verity Asset Management
Previous Registrations
Verity Investments, INC.
Verity Investments, INC.Broker
PFS Investments INC.Broker
State Registrations3 states
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.