Unclaimed Profile

Raymond Marcus Hrin

SOUTHSTATE ADVISORY, INC.·COLUMBIA, South Carolina

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record22 years registeredSOUTHSTATE ADVISORY, INC.

520 GERVAIS ST, COLUMBIA, SC 29201CRD# 2784349Firm CRD# 153113

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Raymond Marcus Hrin · COLUMBIA, SC

Registration

CRD #2784349 · SOUTHSTATE ADVISORY, INC. · 22 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Dec 2014 – present

LPL FINANCIAL LLC

Nov 2014 – present

LPL FINANCIAL LLC

Jan 2009 – Sep 2013

JOHNSTOWN, PA

INVEST FINANCIAL CORPORATION

May 2004 – Dec 2008

JOHNSTOWN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · May 3, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUTHSTATE ADVISORY, INC.

CRD 153113 · SEC 801-71264

AUM

$3.4B

Regulatory assets under management

Employees

420 client accounts

Services offered by SOUTHSTATE ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOUTHSTATE ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Raymond Marcus Hrin offer?

Raymond Marcus Hrin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBIA, South Carolina for a consultation.

What are Raymond Marcus Hrin's credentials?

Raymond Marcus Hrin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Raymond Marcus Hrin located?

Raymond Marcus Hrin 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 Raymond Marcus Hrin charge for services?

Raymond Marcus Hrin'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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