SouthState Investment Services Employee Directory

Financial ServicesSouth Carolina, United States11-50 Employees

At SouthState Investment Services, we strive to deliver exceptional financial insight and personalized service to help position you to work toward preserving and growing your wealth. Our team of Financial Consultants utilize a holistic approach to investment management that combines time-tested investment disciplines with personalized, innovative planning.  Whether you’re thinking about the best time to retire, developing a retirement income plan or looking for strategic guidance on diversifying your portfolio, we’re here to serve as a trusted partner to guide you along your journey.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services.  Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency-Not Bank Guaranteed-Not Bank Deposits or Obligations-May Lose Value

LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. 

Views expressed or third party posts on this site do not reflect those of SouthState Bank, N.A. or SouthState Investment Services. Further, they do not reflect views of any person or organization affiliated or doing business with SouthState Bank, N.A. or SouthState Investment Services.

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