Paul Davis

Financial Consultant

Vice President

Columbia, SC

(803) 540 3940 (803) 683 1578
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Paul Davis | SouthState Bank

About Paul Davis

Paul Davis serves the Midlands market as a VP, Financial Consultant for SouthState Investment Services. Prior to joining SouthState, he worked for Merrill Lynch- Bank of America in Columbia. He has been in the industry for 8 years serving clients with their long term goals including creating comprehensive financial plans incorporating retirement, investments, insurance and income needs. He focuses on building long term relationships with clients and providing advice and guidance driven by their unique financial concerns. He holds his Series 7 and 66 securities licenses through LPL Financial and his Life, Accident and Health Insurance license. He is a graduate of Carson-Newman University with a degree in Communication Arts. He is married with three boys. In his free time, he has enjoyed completing several half Ironman competitions and cheering on the Gamecocks and Ohio State in college football.

Certifications

  • Series 7 and 66 securities registrations held with LPL Financial
  • Life, Accident and Health Insurance License

Education

  • Carson-Newman University

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Important Legal Disclosures and Information

  • 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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