Profile picture for Harry O’Conner, AIF, CEBS®

Harry O’Conner, AIF, CEBS®

Financial Consultant

Senior Vice President

Raleigh, NC

Harry O’Conner, AIF, CEBS®

With over 25 years of experience, Harry O'Conner works as a Senior Vice President, Financial Consultant in the Raleigh area for South State Investment Services. In conjunction with his team, John Parham and Shannon Jenke, he helps clients create comprehensive plans to plan for the future and pursue their financial goals. Harry was born and raised in Fayetteville, N.C. In 1988, he graduated from North Carolina State University with a Bachelor of Arts in Business Management. Following graduation, Harry began his career with Jefferson-Pilot in the Life Insurance industry. He later joined the Principal Financial Group where he worked in Employee Benefits with a concentration in Corporate Retirement Plans. Harry has an extensive knowledge in Corporate Retirement Plans and is a Certified Employee Benefit Specialist (CEBS®).

With his background in financial services, Harry started his career as a Financial Advisor with AXA in 2001. During this time Harry began his working relationship with John E. Parham, Jr. As Harry built his practice, he focused on serving his clients through a personalized wealth management experience to help ensure he met their needs and goals. Harry prides himself on continuing to serve his clients as he guides them through the various stages of wealth planning.

Along with the Certified Employee Benefit Specialist (CEBS®) designation, Harry holds his Series 66, 63, 7, and 6 registrations through LPL Financial and is also a licensed North Carolina Life Insurance Agent.

Harry and his lovely wife Karen have been married for almost 30 years and have three children Jacob, Hannah, and Matthew. Harry is active in his church where he volunteers with a youth mentoring program. In his downtime he enjoys playing golf and spending time with family and friends.
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Certifications

  • Certified Employee Benefit Specialist (CEBS)
  • Series 7, 66, 63 and 6 securities registrations held with LPL Financial

Education

  • NC State University, BA in Business Management

  • Broker                                                                          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:

    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.

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