Hal is a Financial Consultant at South State Investment Services specializing in providing personalized service to help clients work toward building and preserving their wealth. Utilizing a holistic approach to investing and a thorough review process, Hal helps clients create dynamic financial plans to pursue their retirement, college savings, investment and philanthropic goals.
Hal joined South State bringing over 22 years of investment management experience to his role. He is a graduate of Wofford College and has earned his Chartered Retirement Planning Counselor designation (CRPC®). He also has his Series 7, 65, and 63 securities registrations held at LPL and his SC Life, Accident and Health Insurance license.
Hal is married with two children and is a lifelong resident of the Spartanburg area. In his free time, he enjoys sport fishing. He is also a sports car enthusiast along with an avid Formula One fan.
Series 7, 65, and 63 securities registrations held at LPL
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.