South State Advisory, Inc.
South State Advisory, Inc. (CRD# 153113) is a financial advisory firm headquartered in Columbia, SC. They manage $2,346,483,727 in 283 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management2,346MILLION
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Total Number of Accounts283ACCOUNTS
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Average Account Value$8,291,462
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, FL, GA, MD, NC, NJ, NY, SC, TX, VA
Jon Ahrens (CRD# 4692975) is an Investment Advisor Representative working at South State Advisory, Inc. in Columbia, SC and has over 17 years of experience in the finance industry.
Brian Barker (CRD# 4263994) is an Investment Advisor Representative working at South State Advisory, Inc. in Greenville, SC and has over 20 years of experience in the finance industry. Brian Barker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Frederick Dutcher (CRD# 2590102) is an Investment Advisor Representative working at South State Advisory, Inc. in Columbia, SC and has over 25 years of experience in the finance industry.
Robert Fauntleroy (CRD# 2105777) is an Investment Advisor Representative working at South State Advisory, Inc. in Glenn Allen, VA and has over 30 years of experience in the finance industry.
Sara Johnson (CRD# 4929363) is an Investment Advisor Representative working at South State Advisory, Inc. in Richmond, VA and has over 12 years of experience in the finance industry.
David Kirkpatrick (CRD# 6578390) is an Investment Advisor Representative working at South State Advisory, Inc. in Columbia, SC and has 1 year of experience in the finance industry. David Kirkpatrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Martin McWilliams (CRD# 5350180) is an Investment Advisor Representative working at South State Advisory, Inc. in Columbia, SC and has 1 year of experience in the finance industry.
Robin Roseman (CRD# 2722217) is an Investment Advisor Representative working at South State Advisory, Inc. in Augusta, GA and has over 24 years of experience in the finance industry.
Matthew Day (CRD# 7130868) is an Investment Advisor Representative working at South State Advisory, Inc. in Greenville, SC and has 1 year of experience in the finance industry.
Kyle Dwyer (CRD# 7154060) is an Investment Advisor Representative working at South State Advisory, Inc. in Savannah, GA and has 1 year of experience in the finance industry. Kyle Dwyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.