James Teeter

Owner, Apex Investment Advisors and Investment Consultant, Portfolio Manager, Personal CFO

Investment Advisor rep, Financial Adviser at Apex Investment Advisors in Columbia, SC

About

I serve as the personal CFO for many families. I specialize in long term Tax efficient investment strategies. Tax efficiency includes your children and grandchildren. As a fee based investment advisor, we are incentivized to increase your wealth. I also provide access to many other investment managers to broaden your investment diversification. I understand the complex issues that face investors and their families. Working with my experienced staff and consultants including CPAs, attorneys, tax, trust and estate experts, we provide customized solutions for the tax-advantaged creation, protection and transfer of wealth. Our objectives are tailored to each client depending on age, time frame, income needs and tax bracket. 803-454-0900 Due to FINRA rules we cannot display endorsements. See www.apexadvisors.us

Contact
Address
1345 Garner Ln Ste 201a in Columbia, SC 29210
Info
None specified

Reviews

Peer Endorsements

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Credentials

Licenses

Series 7

Associations

Cayce West Columbia Rotary
Cayce West Columbia Rotary

Background

Experience

Owner

Education

University of South Carolina
University of South Carolina