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).

Current Firm Details
520 Gervais St, Columbia, SC 29201
https://www.southstatebank.com/wealth/our-strategies/asset-management
By the Numbers
  • Total Assets Under Management
    3,417
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $8,135,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, NC, SC, TX, VA

Financial Advisors at Southstate Advisory, Inc.
Showing 11 - 13 of 13 top financial advisors.
11
Richard Linden, financial advisor Columbia SC
Richard J. Linden
CRD#: 5138711
520 Gervais St, Columbia, SC 29201

Richard Linden (CRD# 5138711) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Columbia, SC and has over 14 years of experience in the finance industry.

12
Rebecca Page, financial advisor Savannah GA
Rebecca L. Page
CRD#: 5109994
25 Bull Street, Suite 502, Savannah, GA 31401

Rebecca Page (CRD# 5109994) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Savannah, GA and has over 17 years of experience in the finance industry.

13
Marion Sanders, financial advisor Columbia SC
Marion F. Sanders
CRD#: 7358505
520 Gervais St, Columbia, SC 29201

Marion Sanders (CRD# 7358505) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Columbia, SC and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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