Verity Investment Partners

Verity Investment Partners (CRD# 119630) is a financial advisory firm headquartered in Beaufort, SC. They manage $563,660,619 in 524 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    564
    MILLION
  • Total Number of Accounts
    524
    ACCOUNTS
  • Average Account Value
    $1,075,688
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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, GA, LA, NC, OH, PA, SC, TX, VA

Financial Advisors at Verity Investment Partners
Showing 1 - 9 of 9 top financial advisors.
1
Charles C. Anderson
CRD#: 1294479
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902

Charles Anderson (CRD# 1294479) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 13 years of experience in the finance industry.

2
Andrew K. Jones
CRD#: 5654590
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902

Andrew Jones (CRD# 5654590) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 11 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.

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

Michael Klaiber (CRD# 6341753) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 5 years of experience in the finance industry.

4
Michael P. Kuehn
CRD#: 5241951
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902

Michael Kuehn (CRD# 5241951) 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
Michael W. Nix
CRD#: 2627320
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902

Michael Nix (CRD# 2627320) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 25 years of experience in the finance industry.

6
Edward P. Taylor
CRD#: 6190824
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902

Edward Taylor (CRD# 6190824) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 7 years of experience in the finance industry.

7
Jonathan G. Verity
CRD#: 3012594
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902

Jonathan Verity (CRD# 3012594) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 22 years of experience in the finance industry.

8
Paula M. Verity
CRD#: 4771705
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902

Paula Verity (CRD# 4771705) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 17 years of experience in the finance industry.

9
William W. Verity
CRD#: 1426080
2015 Boundary Street, 3rd Floor, Beaufort, SC 29902

William Verity (CRD# 1426080) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 18 years of experience in the finance industry.

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