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
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.