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Chandler James Warren

Veracity Capital LLC

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About Chandler James Warren

Chandler Warren is an Investment Advisor Representative with Veracity Capital LLC. Chandler is a licensed Investment Advisor Representative in Georgia and Texas. Chandler has been in the industry since June 2022 and has experience working with PURSHE KAPLAN STERLING INVESTMENTS. Chandler provides financial planning and portfolio management services for individuals and businesses.

Firm Information

Chandler Warren is currently registered with Veracity Capital LLC. Veracity Capital LLC is an investment advisor headquartered in Atlanta, GA. The firm advises individuals, high-net-worth individuals, and corporations. Veracity Capital offers financial planning, pension consulting, and portfolio management services. They manage approximately $695 million in assets.
Veracity Capital LLC

2859 PACES FERRY ROAD

ATLANTA, GA 30339

$695.44M

Assets Under Management

4

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chandler Warren’s Registration & Firm History

GA

04/05/2024 - Present

Veracity Capital LLC (ATLANTA GA)

GA

06/03/2022 - 12/05/2023

PURSHE KAPLAN STERLING INVESTMENTS (Atlanta GA)

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Licenses & Designations

IA

Issued 04/04/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chandler James Warren.
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