Our integrated approach to managing wealth puts the focus on you and your family's financial success.
All your finances. All in one place. All handled by one specialist banker.
That’s the whole idea behind Private Banking at South State.
We focus on your unique investment situation and will design a plan with you and your family’s financial success in mind.Learn More
More than a traditional trust company, brokerage, or financial provider, we identify and understand our clients’ life and family goals and then build and monitor an integrated wealth plan to help achieve those goals.Learn More
An Institutional Investment Platform with personalized, local delivery.Learn More
To remain competitive, you need to provide your employees with a retirement plan that meets their needs, but is also well suited to your company’s overall objectives.Learn More
Interested in the latest economic trends and market analysis? Sign up to receive our On Point e-commentary crafted by our experienced portfolio management team. Through On Point, our team of highly credentialed advisors takes a look at what’s happening in the market globally and provides insights relevant to you and your financial goals.
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.
NOTICE OF CUSTOMER IDENTIFICATION PROGRAM
IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.