Camp WynnCRD Number: 3118195
Current Firm: Colonial Trust Advisors, Inc.
Camp Wynn (CRD# 3118195) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Greenville, SC and has over 17 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Colonial Trust Advisors, Inc.||Spartanburg, SC||Sep 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
Total Assets Under Management549MILLIONS
Total Number of Accounts1,438ACCOUNTS
Average Account Value$381,570
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, GA, NC, NY, SC, TN, TX, VA