Annie Klopstock (CRD# 7453326) is an Investment Advisor Representative working at Tandem Investment Advisors Inc. in Charleston, SC and has over 2 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tandem Investment Advisors | Charleston, SC | Feb 2022 - Current | 2 |
| Tandem Investment Advisors | Charleston, SC | Jun 2021 - Feb 2022 | < 1 |
| Ucsf Medicine | San Francisco, CA | Feb 2021 - May 2021 | < 1 |
| Tantardinos | Lake Almanor, CA | Jun 2019 - May 2021 | 1 |
| Education - Junior High, High School And University | Walnut Creek, CA | Oct 2011 - May 2021 | 9 |
| The Coop | Lafayette, CA | Dec 2019 - Jan 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- SC
-
Total Assets Under Management3,240MILLIONS
-
Total Number of Accounts9,811ACCOUNTS
-
Average Account Value$330,207
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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