David Alexander Poole
Investment adviser representative at Verity Investment Partners
18 yearsExperience
1 stateRegistered in
$1.4BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Verity Investment PartnersSep 2024 to now
- UnemployedMay 2024 to Aug 2024
- Charles Schwab Investment Management, IncJan 2020 to Apr 2024
- Charles Schwab Investment Advisory, IncJan 2018 to Jan 2020
- Thomaspartners, IncJun 2008 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MA).
Verity Investment Partners
Legal name: Verity and Verity, LLC
$1.4BAssets managed
472Clients
12Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4448750
- Firm CRD
- 119630