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.
CRD# 2410852
Bull Street Advisors
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1760174
Aronson Asset Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verity And Verity, Llc Dba Verity Investment Partners | San Antonio, TX | Jan 2009 - Current | 15 |
| South Texas Veterinary Specialists, LLP | San Antonio, TX | Jul 2000 - Jun 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- TX
-
Total Assets Under Management939MILLIONS
-
Total Number of Accounts830ACCOUNTS
-
Average Account Value$1,131,065
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, CO, FL, GA, IL, MA, MD, MN, NC, NY, OH, PA, SC, TN, TX, VA, WA
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