Lorren Bryant is a CFP-designated registered investment advisor, based in Carrboro, NC, with 36 years of industry experience.
Location
205 Hillsborough Rd, Carrboro, NC, 27510-1333
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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
Lorren is a Registered Investment Adviser contractor for Verity Asset Management, dedicating about half of their time to investment advisory services. Lorren also works as an independent contractor for Verity Financial Group, an insurance agency, and owns/manages real estate through Dogwood Properties, LLC and Manton Properties, LLC, spending about 10-20% of their time on each.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Verity Asset Management
Previous Registrations
Verity Investments, INC.
Verity Investments, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
H. Beck, INC.Broker
State Registrations4 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.