Wally Less has extensive experience helping both individuals and business owners pursue their financial goals including retirement, insurance, college savings and investment needs. He is an Accredited Asset Management SpecialistSM designee and has his Series 7 and 66 securities registrations held at LPL Financial. At South State Investment Services, he helps clients in the Savannah area create comprehensive financial plans for the future.
Prior to joining South State, Wally was a Financial Advisor with Edward Jones and Wells Fargo. He is a volunteer and member of the Board of Directors for the American Red Cross. In the past, he served as a volunteer and member of the Board of Directors for the Boys and Girls Club of the Grand Strand. In his free time, Wally and his wife Tracy enjoy scuba diving, bicycling, snow skiing and spending time with family especially their grandchildren.
Series 7 and 66 securities registrations held at LPL Financial
Accredited Asset Management SpecialistSM designee
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.