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William Wymond Verity

VERITY AND VERITY, LLC·BEAUFORT, South Carolina
Series 65Clean record24 years registeredVERITY AND VERITY, LLC
2015 BOUNDARY STREET, BEAUFORT, SC 29902CRD# 1426080Firm CRD# 119630

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Wymond Verity · BEAUFORT, SC
Registration
CRD #1426080 · VERITY AND VERITY, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

VERITY INVESTMENT PARTNERS
Jan 2021 – present
THOMASPARTNERS, INC.
May 2004 – Nov 2015
CONCORD, MA
VERITAS ASSET MANAGEMENT, LLC
Jul 2002 – Dec 2002
BEAUFORT, SC
VERITY INVESTMENT PARTNERS
Apr 2002 – Dec 2020
BEAUFORT, SC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 11, 2002
Years registered · 24
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
View all advisors at VERITY AND VERITY, LLC →
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05

Frequently Asked Questions

What services does William Wymond Verity offer?
William Wymond Verity specializes in Financial Planning, Investment Management. Contact their office in BEAUFORT, South Carolina for a consultation.
What are William Wymond Verity's credentials?
William Wymond Verity is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Wymond Verity located?
William Wymond Verity 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 William Wymond Verity charge for services?
William Wymond Verity'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.
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Other Advisors at VERITY AND VERITY, LLC

Jonathan George Verity
BEAUFORT, SC
Paula Murray Verity
BEAUFORT, SC
Michael Wayne Nix
BEAUFORT, SC

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Nearby cities in South Carolina
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