Joseph Francis Granger
Investment adviser representative at Verum Partners LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
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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
- Pension consulting
Experience
11 years in the industry.
- Verum Partners LLCJun 2026 to now
- Focus Partners Wealth, LLCJul 2024 to Jun 2026
- Buckingham Strategic Wealth, LLCJul 2021 to Jul 2024
- Carolina Capital Consulting, Inc.Aug 2020 to Jun 2021
- UBS Financial Services Inc.May 2019 to Aug 2020
- Industrial TimberMay 2018 to Apr 2019
- Golub CapitalNov 2017 to May 2018
- 7 Mile AdvisorsJan 2017 to Nov 2017
- UnccAug 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
Verum Partners LLC
$1BAssets managed
405Clients
16Advisers
7 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
- 6624145
- Firm CRD
- 301058