Brian is a Vice President, Financial Consultant for South State Investment Services serving clients in Newberry and Upstate South Carolina with their long term financial goals. Bringing over 20 years of experience to his role, he focuses on helping clients prepare for financial independence through strategic planning including retirement, income, investments and comprehensive financial services.
He is a graduate of Clemson University with a Bachelor of Science degree. He has his Series 7, 63, and 65 securities registrations held with LPL Financial and his SC Life, Accident and Health Insurance license. He is an active member of Eastside Presbyterian church. In his free time, he enjoys spending time with his family.
Series 7, 63, and 65 securities registrations held with LPL Financial
SC Life, Accident and Health Insurance license
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. South State Bank and South State Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South State Investment Services and may also be employees of South State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank or South State Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.