Profile picture for James R. Chisholm, PPC®

James R. Chisholm, PPC®

Associate Financial Consultant

Assistant Vice President

Anderson, SC

James R. Chisholm, PPC®

James Chisholm partners with Michael Tollison to serve clients in the Upstate with their financial goals including retirement, income planning, investments and comprehensive financial services. He is a graduate of North Greenville University with a degree in Business Administration and Minors in Economics and International Business.  He has worked in both the banking and employee benefits fields and has his FINRA series 7, 6, 65 and 63 securities registrations held with LPL Financial. He also has his SC Life Accident Health, Property and Casualty license.

In his free time, he enjoys spending time with his wife, Keely, and their children.
Icon for Certificates

Certifications

  • FINRA series 7, 6, 65 and 63 securities registrations held with LPL Financial
  • SC Life Accident Health, Property and Casualty license.
  • Professional Plan Consultant®

Education

  • North Greenville University with a degree in Business Administration and a minor in Economics
PPC Logo

  • 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.

Secure Log In

Close login menu
Login Error

Your username is valid but has a problem. Please call customer support

Our website uses cookies to ensure your online experience is as informative and relevant as possible. Please review our Privacy Policy to learn more about the information we collect.