A wealth of capability, delivered by a trusted advisor who listens closely and takes the time to understand your situation fully. That’s the South State Way. When we opened our doors in 1934, South State was based on the ideals of relationship banking and a deep commitment to our customers. Our focus remains the same: listening carefully and understanding what is most important to you before providing strategic guidance that aligns with your life goals.
The complex challenges of today’s markets and the myriad of opportunities available often make it difficult to determine the best path to take when planning for the future. At South State, our team of local and highly credentialed wealth advisors are focused on helping you create a flexible financial plan that incorporates a wide range of well-researched and diversified strategies.
Unlike some other firms that use standardized solutions, we are free to recommend only the strategies we feel best align with what is most important to you. Whether your focus is philanthropy, education, growing your wealth or taking care of your family, we are here to serve as a trusted partner and help guide you along the way.
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.