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VERITY AND VERITY, LLC
VERITY AND VERITY, LLC
VERITY INVESTMENT PARTNERS
BEAUFORT, South Carolina
·
5 registered advisors
·
CRD# 119630
SEC# 801-63829
3
843-379-6661
01
Firm Overview
AUM
$939M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at VERITY AND VERITY, LLC
5 registered advisors
David Ross Ryder
BEAUFORT, South Carolina
CRD# 4767238
Jonathan George Verity
BEAUFORT, South Carolina
CRD# 3012594
Michael Wayne Nix
BEAUFORT, South Carolina
CRD# 2627320
Paula Murray Verity
BEAUFORT, South Carolina
CRD# 4771705
William Wymond Verity
BEAUFORT, South Carolina
CRD# 1426080
05
Office Locations
BEAUFORT, South Carolina
5 advisors
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Data sourced from SEC Form ADV filings. VERITY AND VERITY, LLC (CRD# 119630) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.