Claim Profile
Unclaimed Profile
MN

Michael Wayne Nix

VERITY AND VERITY, LLC·BEAUFORT, South Carolina
Series 7, Series 24, Series 63Clean record17 years registeredVERITY AND VERITY, LLC
2015 BOUNDARY STREET, BEAUFORT, SC 29902CRD# 2627320Firm CRD# 119630

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Wayne Nix · BEAUFORT, SC
Registration
CRD #2627320 · VERITY AND VERITY, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

Jan 2021present
Apr 2018Dec 2020
BEAUFORT, SC
Feb 2014Feb 2019
RIDGELAND, SC
Oct 2008Jul 2013
GREENWOOD, SC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · October 22, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VERITY AND VERITY, LLC
CRD 119630 · SEC 801-63829
AUM
$939M
Regulatory assets under management
Employees
13
830 client accounts
Services offered by VERITY AND VERITY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BEAUFORT?

Browse all registered financial advisors in BEAUFORT, South Carolina or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Michael Wayne Nix offer?
Michael Wayne Nix specializes in Financial Planning, Investment Management. Contact their office in BEAUFORT, South Carolina for a consultation.
What are Michael Wayne Nix's credentials?
Michael Wayne Nix is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Wayne Nix located?
Michael Wayne Nix is based in BEAUFORT, South Carolina, working with VERITY AND VERITY, LLC. Their office serves clients in the BEAUFORT metropolitan area and surrounding communities.
How does Michael Wayne Nix charge for services?
Michael Wayne Nix's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERITY AND VERITY, LLC?
VERITY AND VERITY, LLC has approximately 13 employees and manages $939M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in BEAUFORT, South Carolina