SOUTHSTATE ADVISORY, INC.

COLUMBIA, South Carolina·17 registered advisors·CRD# 153113
SEC# 801-712648803-231-3492
01

Firm Overview

AUM
$3.4B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
17
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SOUTHSTATE ADVISORY, INC.

17 registered advisors
Brian Alan Barker
COLUMBIA, South Carolina
Daniel Scott Vroon
CHARLESTON, South Carolina
David Murray Kirkpatrick
COLUMBIA, South Carolina
Edward John Jacques
COLUMBIA, South Carolina
Eugene William Sanders
CHARLESTON, South Carolina
Gregory Allen Lapointe
COLUMBIA, South Carolina
James Dale Hall
CHARLESTON, South Carolina
John Noble Golding
COLUMBIA, South Carolina
Keith Shepherd Rainwater
COLUMBIA, South Carolina
Kelly Gardner
COLUMBIA, South Carolina
Lora Lee Jex
COLUMBIA, South Carolina
Mark Alan Owens
CHARLESTON, South Carolina
Raymond Marcus Hrin
COLUMBIA, South Carolina
Richard Wayne Hall
CHARLESTON, South Carolina
Roxanna Marshall Tinsley Minton
COLUMBIA, South Carolina
Shaun Patrick Merriman
COLUMBIA, South Carolina
Thomas Edward Ryan
CHARLESTON, South Carolina
05

Office Locations

COLUMBIA, South Carolina
11 advisors
CHARLESTON, South Carolina
6 advisors

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Data sourced from SEC Form ADV filings. SOUTHSTATE ADVISORY, INC. (CRD# 153113) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.