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.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. South State Bank and South State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Advisory Services offered through LPL Financial, a Registered Investment Advisor.
*Please consult your tax-advisor for tax related issues.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
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.