Richard Spatola is a CERTIFIED FINANCIAL PLANNERTM professional and Senior Vice President, Investment Consultant for South State Investment Services. He brings over 14 years of experience helping his clients focus on long-term goals that take into account both their expected and unexpected needs. He is a graduate of Clemson University and received a Masters of Business Administration from Winthrop University. He has his FINRA Series 7, 63 and 65 securities registrations held with LPL Financial. Mr. Spatola is very involved in his local community serving at Renew Our Community homeless ministry and as an Elder at Eternal Church.
“I help clients create long term financial goals to help them prepare for the expected and unexpected.”
CERTIFIED FINANCIAL PLANNERTM professional
FINRA Series 7, 63 and 65 securities registrations held with LPL Financial
Winthrop University – Master of Business Administration
*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.