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Timothy Scott Vickrey

30 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,402 clients
Average Client Portfolio
$473K average
Assets Under Management
$663.0M

Fee Structure

Minimum Investment:$5K
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Location

Anderson, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Timothy provides introductions to vendors for a referral fee, dedicating a few hours per week. He is also the CEO/President of Bucks Capital Advisors, a pass-through entity used to open SEP IRAs and manage business expenses.

Employment History
Current Registrations
Andrew Garrett, INC.
October 2013 - Present · 12 yrs 4 mos
Andrew Garrett INC.
February 2007 - Present · 19 yrs
Andrew Garrett INC.Broker
February 2007 - Present · 19 yrs
Previous Registrations
S.W. Bach & CompanyBroker
November 2005 - March 2007 · 1 yr 4 mos
Kirlin Securities INC.Broker
February 2001 - December 2005 · 4 yrs 10 mos
Kirlin Securities INC.Broker
June 2000 - December 2000 · 6 mos
Princeton Securities CorporationBroker
January 1998 - September 2001 · 3 yrs 8 mos
D. H. Blair & CO., INC.Broker
December 1994 - January 1998 · 3 yrs 1 mo
State Registrations21 states
ALAZCAFLILKSMAMIMNMONCNJNVNYOHORPASCTXUTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.