SOUTHSTATE SECURITIES CORP.

Broker-DealerFINRA MemberEst. 1975
Total AUM
Advisory reps
85
Avg account
$0

Firm details

Headquarters
GERMANTOWN, Tennessee
CRD number
6950
Registered since
December 1, 1975

Firm profile

FINTRX

Overview

Southstate Securities Corp. is a corporation that has been SEC-registered since 1975 and is classified in FINTRX as an investment bank. The firm is owned by a domestic entity/individual and, per the FINTRX snapshot, does not operate as a capital allocator and is not identified as an active ESG investor. Several advisory-related fields in the source data are blank, so FINTRX does not provide a detailed description of the firm's advisory activities or fee structure. Southstate Securities Corp. was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JAMES CHERRY

    Chief Compliance OfficerCRD 2870353

Contacts

3 of 84
  • JOHN LESSLEY

    Sales ManagerCRD 2393295

  • JASON WARE

    Managing DirectorCRD 4712289

  • BROOKE HENDRIX

    Fixed Income SalesCRD 7285322

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GERMANTOWN, TN

SHELBY

Location

GERMANTOWN, TN

Headquartered in GERMANTOWN, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
SHELBY
Address
6750 Poplar Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth