Profile picture for Wally Less AAMS®, PPC®

Wally Less AAMS®, PPC®

Financial Consultant

Senior Vice President

Savannah, GA

Wally Less AAMS®, PPC®

Wally Less has extensive experience helping both individuals and business owners pursue their financial goals including retirement, insurance, college savings and investment needs. He is an Accredited Asset Management SpecialistSM designee, Professional Plan Consultant®,  and has his Series 7 and 66 securities registrations held at LPL Financial. At SouthState Investment Services, he helps clients in the Savannah area create comprehensive financial plans for the future.

Prior to joining SouthState, Wally was a Financial Advisor with Edward Jones and Wells Fargo. He is a volunteer and member of the Board of Directors for the American Red Cross. In the past, he served as a volunteer and member of the Board of Directors for the Boys and Girls Club of the Grand Strand. In his free time, Wally and his wife Tracy enjoy scuba diving, bicycling, snow skiing and spending time with family especially their grandchildren.
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Certifications

  • Series 7 and 66 securities registrations held at LPL Financial
  • Accredited Asset Management SpecialistSM designee
  • Professional Plan Consultant®
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  • 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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