Eric R. Rambo, CFP®
Financial Consultant
Senior Vice President
Tampa, FL
About Eric R. Rambo, CFP®
He comes to SouthState Investment Services after a successful 21 year tenure with a local regional bank. Eric works with a diverse range of clients from individuals to small businesses, offering tailored advice on asset allocation, risk management and retirement strategies. He believes in the value of knowing the client, their family and their financial and life goals. By utilizing values such as integrity, transparency and mutual respect, Eric helps his clients pursue their unique visions for a sound financial future. Eric graduated from the University of South Florida in 1999. Outside of his professional life, Eric is a dedicated father of his two daughters, Nyah and Addyson. He is an avid outdoorsman that enjoys golf, boating and fishing.
Certifications
- Certified Financial Planner (CFP)
Education
- University of South Florida
Important Legal Disclosures and Information
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LPL Financial Form CRS
Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*Please consult your tax-advisor for tax related issues.
**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. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value 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.
