Verity Investment Partners

Verity Investment Partners (CRD# 119630) is a financial advisory firm headquartered in Beaufort, SC. They manage $840,091,368 in 713 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    840
    MILLION
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $1,178,249
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, MD, NC, NY, OH, PA, SC, TX, VA

Financial Advisors at Verity Investment Partners
Showing 1 - 10 of 10 top financial advisors.
1
Charles C. Anderson
CRD#: 1294479
2015 Boundary Street, 2nd Floor, Beaufort, SC 29902

Charles Anderson (CRD# 1294479) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 16 years of experience in the finance industry.

2
Andrew K. Jones
CRD#: 5654590
2015 Boundary Street, 2nd Floor, Beaufort, SC 29902

Andrew Jones (CRD# 5654590) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 14 years of experience in the finance industry.

3
Michael A. Klaiber
CRD#: 6341753
2015 Boundary Street, 2nd Floor, Beaufort, SC 29902

Michael Klaiber (CRD# 6341753) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 8 years of experience in the finance industry.

4
Michael P. Kuehn
CRD#: 5241951
2015 Boundary Street, 2nd Floor, Beaufort, SC 29902

Michael Kuehn (CRD# 5241951) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 17 years of experience in the finance industry.

5
Michael W. Nix
CRD#: 2627320
2015 Boundary Street, 2nd Floor, Beaufort, SC 29902

Michael Nix (CRD# 2627320) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 28 years of experience in the finance industry.

6
Jessica L. Rusnock
CRD#: 5809853
2015 Boundary Street, 2nd Floor, Beaufort, SC 29902

Jessica Rusnock (CRD# 5809853) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has 1 year of experience in the finance industry.

7
Edward P. Taylor
CRD#: 6190824
2015 Boundary Street, 2nd Floor, Beaufort, SC 29902

Edward Taylor (CRD# 6190824) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 10 years of experience in the finance industry.

8
Jonathan G. Verity
CRD#: 3012594
2015 Boundary Street, 2nd Floor, Beaufort, SC 29902

Jonathan Verity (CRD# 3012594) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 25 years of experience in the finance industry.

9
Paula M. Verity
CRD#: 4771705
2015 Boundary Street, 2nd Floor, Beaufort, SC 29902

Paula Verity (CRD# 4771705) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 21 years of experience in the finance industry.

10
William W. Verity
CRD#: 1426080
175 Main Street, Suite 105, Edwards, CO 81632

William Verity (CRD# 1426080) is an Investment Advisor Representative working at Verity Investment Partners in Edwards, CO and has over 22 years of experience in the finance industry.

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