Troy Jackson joined the South State team this year and he will focus on helping businesses have efficient and effective retirement plans that benefit both the employer and participants.
He has been in the financial services industry for over 35 years, working for companies like Ameritas (Regional Sales Director), Lincoln (401k Sales Director) and Principal (Sr. Retirement Sales Representative). He is an Accredited Investment Fiduciary as well as a Certified Employee Benefits Specialist from Wharton School of the University of Pennsylvania. He also has his Series 7, 63, 66 and 24 registrations held with LPL Financial as well as his Life and Health insurance license. He graduated from Wake Forest University with a B.A. in History.
In the past he has served as President of the NC Association of Insurance and Financial Advisors (NCAIFA). In his free time, he enjoys spending time with his wife, children and also coaching his children’s sports teams.
Series 7, 63, 66 and 24 registrations held with LPL Financial
Life and Health insurance License
Certified Employee Benefits Specialist
Accredited Investment Fiduciary
Wake Forest University – B.A. in History
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**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:
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Not Bank Deposits or Obligations
May Lose Value
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