Southstate Advisory, Inc.
Southstate Advisory, Inc. (CRD# 153113) is a financial advisory firm headquartered in Columbia, SC. They manage $3,417,068,970 in 420 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management3,417MILLION
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Total Number of Accounts420ACCOUNTS
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Average Account Value$8,135,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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, NC, SC, TX, VA
Jon Ahrens (CRD# 4692975) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Columbia, SC and has over 20 years of experience in the finance industry.
Brian Barker (CRD# 4263994) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Greenville, SC and has over 23 years of experience in the finance industry.
Robert Fauntleroy (CRD# 2105777) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Columbia, SC and has over 33 years of experience in the finance industry.
Sara Johnson (CRD# 4929363) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Richmond, VA and has over 15 years of experience in the finance industry.
David Kirkpatrick (CRD# 6578390) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Columbia, SC and has 1 year of experience in the finance industry.
Martin McWilliams (CRD# 5350180) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Charleston, SC and has 1 year of experience in the finance industry.
Robin Roseman (CRD# 2722217) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Appling, GA and has over 27 years of experience in the finance industry.
William Beecher (CRD# 4246799) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Columbia, SC and has 1 year of experience in the finance industry.
Matthew Day (CRD# 7130868) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Greenville, SC and has over 4 years of experience in the finance industry.
Kyle Dwyer (CRD# 7154060) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Savannah, GA and has 1 year of experience in the finance industry.