Barry Wynn, financial advisor Spartanburg SC

Barry Wynn

CRD Number: 473736
Current Firm: Colonial Trust Advisors, Inc.

Barry Wynn (CRD# 473736) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Colonial Trust Advisors, Inc. Spartanburg, SC Jan 2023 - Current 1
Colonial Trust Company Spartanburg, SC Jan 2023 - Current 1
Colonial Trust Advisors, Inc. Spartanburg, SC Jan 1996 - Jan 2023 27
Colonial Trust Company Spartanburg, SC Jun 1991 - Jan 2023 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Oct 1991
Contact Info for Barry D. Wynn
Phone Number: 864-582-3356
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,400
    MILLIONS
  • Total Number of Accounts
    1,990
    ACCOUNTS
  • Average Account Value
    $703,356
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

FL, GA, NC, NJ, NY, SC, TN, TX, VA

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