Verity Investment Partners

Verity Investment Partners (CRD# 119630) is a financial advisory firm headquartered in Beaufort, SC. They manage $256,114,032 in 316 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $810,487
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, OH, PA, SC, TX

Financial Advisors at Verity Investment Partners
Showing 1 - 6 of 6 top financial advisors.
1
Andrew K. Jones
CRD#: 5654590
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902
96
Wealthminder
score

Andrew Jones (CRD# 5654590) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 7 years of experience in the finance industry. Andrew Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles C. Anderson
CRD#: 1294479
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902
93
Wealthminder
score

Charles Anderson (CRD# 1294479) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 9 years of experience in the finance industry.

3
Jonathan G. Verity
CRD#: 3012594
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902
93
Wealthminder
score

Jonathan Verity (CRD# 3012594) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 18 years of experience in the finance industry.

4
Paula M. Verity
CRD#: 4771705
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902
93
Wealthminder
score

Paula Verity (CRD# 4771705) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 13 years of experience in the finance industry.

5
William W. Verity
CRD#: 1426080
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902
93
Wealthminder
score

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.

6
Joseph J. Costigan
CRD#: 4577597
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902
90
Wealthminder
score

Joseph Costigan (CRD# 4577597) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has 1 year of experience in the finance industry.

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