Rachel Gentz is a registered investment advisor, based in Durham, NC, with 6 years of industry experience.
Location
280 S Mangum St, Ste 550, Durham, NC, 27701-3676
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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
Rachel is a registered investment advisor representative for Verity Asset Management, Inc. and a financial representative for Menna Wealth Management Group, spending full-time and a few hours per week, respectively, on these activities. She also owns Rachel Menna Advisors, Inc. (pass-through entity) and works as a public notary, dedicating minimal time to each, and is an independent contractor for Verity Financial Group, Inc. selling insurance and annuity products.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Verity Asset Management
Previous Registrations
Verity Investments, INC.Broker
Pruco Securities, LLC.Broker
Planmember Securities CorporationBroker
State Registrations15 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.