William Verity, financial advisor Beaufort SC
93 score

William Verity

CRD Number: 1426080
Current Firm: Verity Investment Partners

William Verity (CRD# 1426080) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Affinity Capital Partners, LLC Beaufort, SC Jun 2007 - Current 9
Thomas Partners, Inc. Wellesley, MA Jan 2004 - Current 12
Verity & Verity, LLC Beaufort, SC Jan 2002 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2002
Contact Info for William W. Verity
Phone Number: 843-379-6661
Firm Website: http://www.verityvip.com
Registered State(s):
  • CO
  • TX
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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