Southstate Advisory, Inc.

Southstate Advisory, Inc. (CRD# 153113) is a financial advisory firm headquartered in Columbia, SC. They manage $3,116,698,205 in 384 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,117
    MILLION
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $8,116,402
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.

FL, GA, NC, SC, TX, VA

Financial Advisors at Southstate Advisory, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Jon P. Ahrens
CRD#: 4692975
520 Gervais St, Columbia, SC 29201

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.

2
Brian A. Barker
CRD#: 4263994
200 East Broad Street, Suite 100, Greenville, SC 29601

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. 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.

3
Robert B. Fauntleroy
CRD#: 2105777
520 Gervais St, Columbia, SC 29201

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.

4
Sara A. Johnson
CRD#: 4929363
901 E. Cary St., Suite 210, Richmond, VA 23219

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.

5
David M. Kirkpatrick
CRD#: 6578390
520 Gervais St, Columbia, SC 29201

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. 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.

6
Martin C. McWilliams
CRD#: 5350180
Charleston, SC

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.

7
Robin S. Roseman
CRD#: 2722217
Appling, GA

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.

8
William H. Beecher
CRD#: 4246799
520 Gervais St, Columbia, SC 29201

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. William Beecher 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.

9
Matthew C. Day
CRD#: 7130868
200 East Broad Street, Greenville, SC 29601

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.

10
Kyle B. Dwyer
CRD#: 7154060
25 Bull Street, Savannah, GA 31401

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. 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.

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