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Lora Lee Jex

SOUTH STATE ADVISORY, INC.·COLUMBIA, South Carolina
Unclaimed Profile
520 GERVAIS ST, COLUMBIA, SC 29201CRD# 6008335Firm CRD# 153113
01

About

Lora Lee Jex is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with SOUTH STATE 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# 6008335
Firm CRD# 153113
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lora Lee Jex offer?
Lora Lee Jex specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBIA, South Carolina for a consultation.
What are Lora Lee Jex's credentials?
Lora Lee Jex is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lora Lee Jex located?
Lora Lee Jex is based in COLUMBIA, South Carolina, working with SOUTH STATE ADVISORY, INC.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Lora Lee Jex charge for services?
Lora Lee Jex'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 SOUTH STATE ADVISORY, INC.?
SOUTH STATE 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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