Colonial Trust Advisors, Inc.
Colonial Trust Advisors, Inc. (CRD# 110257) is a financial advisory firm headquartered in Spartanburg, SC. They manage $1,399,678,109 in 1,990 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management1,400MILLION
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Total Number of Accounts1,990ACCOUNTS
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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
Bert Barre (CRD# 4119994) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 24 years of experience in the finance industry.
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.
Henry Batts (CRD# 5893210) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Columbia, SC and has 6 years of experience in the finance industry.
www.greatsouthadvisorygroup.com
James Fiske (CRD# 6851250) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Greenville, SC and has over 6 years of experience in the finance industry.
Kathryn Smith (CRD# 5818765) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Greenville, SC and has over 5 years of experience in the finance industry.
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.
Camp Wynn (CRD# 3118195) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 24 years of experience in the finance industry.
Thomas Ledbetter (CRD# 7664883) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Greenville, SC and has 1 year of experience in the finance industry.
William Wieters (CRD# 4730546) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Charleston, SC and has over 20 years of experience in the finance industry.