Verity Investment Partners

Verity Investment Partners (CRD# 119630) is a financial advisory firm headquartered in Beaufort, SC. They manage $938,783,926 in 830 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
2015 Boundary Street, 2nd Floor, Beaufort, SC 29902
http://www.verityvip.com
By the Numbers
  • Total Assets Under Management
    939
    MILLION
  • Total Number of Accounts
    830
    ACCOUNTS
  • Average Account Value
    $1,131,065
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, MA, MD, MN, NC, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Verity Investment Partners
Showing 11 - 11 of 11 top financial advisors.
11
Shawn McLallen, financial advisor San Antonio TX
Shawn S. McLallen
CRD#: 7884572
7610 Woodhaven St, San Antonio, TX 78209

Shawn McLallen (CRD# 7884572) is an Investment Advisor Representative working at Verity Investment Partners in San Antonio, TX and has 1 year of experience in the finance industry.

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