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).

By the Numbers
  • Total Assets Under Management
    1,400
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Colonial Trust Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Bert D. Barre
CRD#: 4119994
233 South Pine Street, Spartanburg, SC 29302

Bert Barre (CRD# 4119994) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 23 years of experience in the finance industry.

2
Henry W. Barre
CRD#: 830712
233 South Pine Street, Spartanburg, SC 29302

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.

3
Henry E. Batts
CRD#: 5893210
6 Calendar Court, Suite 1, Columbia, SC 29206

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

4
James C. Fiske
CRD#: 6851250
101 East Washington Street, Suite 200, Greenville, SC 29605

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. James Fiske has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kathryn A. Smith
CRD#: 5818765
101 E. Washington Street, Suite 200, Greenville, SC 29602

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. Kathryn Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Barry D. Wynn
CRD#: 473736
233 South Pine Street, Spartanburg, SC 29302

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.

7
Camp R. Wynn
CRD#: 3118195
233 South Pine Street, Spartanburg, SC 29302

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.

8
Thomas S. Ledbetter
CRD#: 7664883
101 East Washington Street, Suite 200, Greenville, SC 29601

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.

9
William C. Wieters
CRD#: 4730546
578 East Bay Street, Suite B, Charleston, SC 29403

William Wieters (CRD# 4730546) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Charleston, SC and has over 19 years of experience in the finance industry.

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