Charles Doran
Investment adviser representative at Verum Partners LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Verum Partners LLCFeb 2024 to now
- Bank of AmericaJul 2021 to Feb 2024
- Wake Forest UniversitySep 2017 to May 2021
- Fenwick Hospitality GroupSep 2016 to Jan 2018
- Advantage TennisSep 2015 to Dec 2016
- The Wilberforce SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Verum Partners LLC
$1BAssets managed
405Clients
16Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7261273
- Firm CRD
- 301058