TrueAdvisor
TrueAdvisor
JC
JC

Jeremy Cox

Tandem Investment Advisors INC
21 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Tandem Investment Advisors INC
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
10,162 clients
Average Client Portfolio
$331K average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only

Location

145 King Street, Suite 400, Charleston, SC, 29401-2229

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History

Regulatory History (1)
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Criminal
March 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Tandem Investment Advisors INC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - April 2024 · 3 yrs 2 mos
Truist Investment Services, INC.Broker
December 2019 - April 2024 · 4 yrs 4 mos
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
May 2009 - February 2021 · 11 yrs 9 mos
Scott & Stringfellow, LLC
April 2004 - January 2013 · 8 yrs 9 mos
Scott & Stringfellow, LLCBroker
March 2004 - January 2013 · 8 yrs 10 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.