Justin Louis
Investment adviser representative at Verum Partners LLC
16 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
16 years in the industry.
- Verum Partners LLCAug 2023 to now
- Carolinas Wealth Consulting LLCMay 2019 to Aug 2023
- Carolinas Investment Consulting LLCNov 2016 to Aug 2023
- Consert IncSep 2010 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6729706
- Firm CRD
- 301058