Financial ADVSR advisor directory · SEC adviser records
Colonial Trust Advisors, Inc. financial advisors in South Carolina
Every SEC-registered investment adviser representative at a Colonial Trust Advisors, Inc. office in South Carolina, by city and A to Z.
The short answer
13 registered advisors work at Colonial Trust Advisors, Inc. in South Carolina, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Spartanburg (7). 4 list the CFP designation and 0 are also registered broker representatives.
Colonial Trust Advisors, Inc. advisors by city in South Carolina
Every firm in South Carolina →Colonial Trust Advisors, Inc. advisors in South Carolina, A to Z
Search by name →- Joseph P. Anderson IIISpartanburg · Certified Financial Planner
- Henry W. Barre IISpartanburg
- Henry E. Batts IIIColumbia
- Brittany C. BynumSpartanburg
- Cullen T. CoxeSpartanburg
- James C. FiskeGreenville · Certified Financial Planner
- Thomas S. LedbetterGreenville · Chartered Financial Analyst
- Sarah B. ShalalaSpartanburg
- Kathryn A. SmithGreenville · Certified Financial Planner, Personal Financial Specialist
- Matthew J. Van NameSpartanburg · Certified Financial Planner
- William C. WietersCharleston
- Barry D. WynnSpartanburg
- Camp R. WynnSpartanburg · Chartered Financial Analyst
Colonial Trust Advisors, Inc. advisors in every state →Colonial Trust Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Colonial Trust Advisors, Inc. financial advisors are in South Carolina?
13 investment adviser representatives are registered at Colonial Trust Advisors, Inc. offices in South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in South Carolina does Colonial Trust Advisors, Inc. have the most advisors?
Spartanburg, with 7, then Greenville (4). Colonial Trust Advisors, Inc. has advisors in 4 cities in South Carolina.
How do I check a Colonial Trust Advisors, Inc. advisor in South Carolina?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Colonial Trust Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.