SouthState Retirement Plan Services Consultants

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.

To learn more about our firm, click here to download the SouthState Private Capital Management LLC Form CRS.

SouthState Private Capital Management LLC does business under (“DBAs”) the names Private Capital Management, SouthState Advisory, SouthState Wealth, Minis & Company, and SouthState Retirement Plan Services. Investments offered are not deposits of this institution and therefore are not insured or guaranteed by the FDIC or any government agency. We do not provide, and you should not construe this material as legal, tax or accounting advice. Nor should you construe this material as individual investment advice, because such advice is dependent on your specific investment objectives, financial situation, or particular needs. The content of this website is not directed toward or intended for individuals outside of the U.S. Click here for important disclosure information. PRIVACY POLICY