Apex Investment Advisors

Apex Investment Advisors (CRD# 130326) is a financial advisory firm headquartered in West Columbia, SC. They manage $54,051,064 in 162 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $333,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Apex Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
James A. Teeter
CRD#: 1589128
1345 Garner Ln, Suite 201-a, Columbia, SC 29210

James Teeter (CRD# 1589128) is an Investment Advisor Representative working at Apex Investment Advisors in Columbia, SC and has over 37 years of experience in the finance industry.

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