Southstate Securities Corp.

Broker-DealerFINRA Member
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 organized as a corporation and is classified within the investment banking segment. Publicly available profile flags it as a domestic entity with individual ownership and indicates the firm does not act as a capital allocator. The record also notes the firm is not positioned as an active ESG investor, and it is not identified as a multi-state investment adviser, pension consultant, related adviser, or a newly formed adviser. The data set does not include detail about the firm's fee structure, client segments, specific business lines, or advisory activities, so its primary product mix and target-client profile are not described in the source material. The firm was listed in FA Magazine’s Top RIA Firms in 2020.

Location & Offices

Investment profile

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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

    James Cherry

    Chief Compliance OfficerCRD 2870353

Contacts

3 of 84
  • Heather Howard

    Heather Howard

    Compliance OfficerCRD 4349745

  • Cory Binagia

    Fixed Income TraderCRD 6946528

  • Frederick Arnold

    TraderCRD 1171207

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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