Two wealth advisors talking

Start Investing

Advice and Guidance For a Sound Financial Future

Together, we'll develop a plan customized for you.

We Make Your First Investment Easy

If you’re just getting started with investing for the future, today is a good time to start. Our investment advisors can work closely with you to help you understand the ins and outs of investing and to develop a plan that you’re comfortable with.
Banner image for We Focus on Lasting Relationships Built on Exceptional Financial Insight

We Focus on Lasting Relationships Built on Exceptional Financial Insight

Having an advisor that understands where you are today, as well as where you want to go in the future, is essential. Your local Financial Consultant will listen closely and help you develop a personalized investment strategy based on your goals.

An Experienced Team that Puts Your Needs First

At SouthState Investment Services, we have a history of forming long-lasting relationships with our clients. We believe your financial plan should be a reflection of you, balanced around your long term vision. As a trusted partner, we will take the time to listen to your concerns and provide strategic guidance for the months and years ahead. Utilizing time-tested disciplines and current industry research, our team will manage and monitor your investments to ensure your strategy evolves over time and remains aligned with your needs.
Banner image for An Experienced Team that Puts Your Needs First

Goal-Based Planning

Let's Prioritize Your Future

We'll listen carefully and help you plan for your most important financial goals.

Guided Wealth Portfolios

Digital Investing with Advisor Access

Our platform provides the perfect balance of investment independence coupled with access to a trusted Investment Advisor.

529 Plans

Invest In Your Child's Future

Planning ahead for your child's future educational expenses is one of the smartest investments you can make.
Let's Start a Conversation

Let's Start a Conversation

Icon for Let's Start a Conversation

Let's Start a Conversation

(800) 382-0564
Icon for Let Us Guide You

Let Us Guide You

Email Us
Icon for Find a Local Advisor

Find a Local Advisor

Get Started

  • 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 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.