Henry Barre (CRD# 830712) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 36 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 4166254
Edward Jones
| 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 | Jul 1996 - Jan 2023 | 26 |
| Colonial Trust Company | Spartanburg, SC | Jul 1989 - Jan 2023 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- SC
-
Total Assets Under Management1,400MILLIONS
-
Total Number of Accounts1,990ACCOUNTS
-
Average Account Value$703,356
- 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, NJ, NY, SC, TN, TX, VA
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