Paula Verity, financial advisor Beaufort SC

Paula Verity

CRD Number: 4771705
Current Firm: Verity Investment Partners

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.

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Verity Investment Partners
Company Name Location Dates Years
Verity & Verity, Llc Dba Verity Investment Partners Beaufort, SC Jun 2007 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2003
Contact Info for Paula M. Verity
Phone Number: 843-379-6661
Firm Website: http://www.verityvip.com
Registered State(s):
  • CO
  • SC
By the Numbers
  • Total Assets Under Management
    840
    MILLIONS
  • 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

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

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