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
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.
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May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
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