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David Murray Kirkpatrick

SOUTHSTATE ADVISORY, INC.·COLUMBIA, South Carolina
Unclaimed Profile
520 GERVAIS ST, COLUMBIA, SC 29201CRD# 6578390Firm CRD# 153113
01

About

David Murray Kirkpatrick is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with SOUTHSTATE ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOUTHSTATE ADVISORY, INC.
SOUTHSTATE ADVISORY, INC.
AUM
$3.4B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at SOUTHSTATE ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6578390
Firm CRD# 153113
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Murray Kirkpatrick offer?
David Murray Kirkpatrick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBIA, South Carolina for a consultation.
What are David Murray Kirkpatrick's credentials?
David Murray Kirkpatrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Murray Kirkpatrick located?
David Murray Kirkpatrick is based in COLUMBIA, South Carolina, working with SOUTHSTATE ADVISORY, INC.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does David Murray Kirkpatrick charge for services?
David Murray Kirkpatrick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHSTATE ADVISORY, INC.?
SOUTHSTATE ADVISORY, INC. has approximately 20 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLUMBIA
Barry Tison Kight — BEERS KIGHT FINANCIAL ADVISORS, LLCJeb Stuart Zoller — DAVINCI FINANCIAL DESIGNS LLCCheryl Rene Holland — ABACUS PLANNING GROUP, INC.Charles Warren Hammer — ABACUS PLANNING GROUP, INC.Joy Jones Watkins — ANCHOR INVESTMENT MANAGEMENT, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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