Financial ADVSR advisor directory · SEC adviser records
Colonial Trust Advisors, Inc. financial advisors in Spartanburg, SC
Every SEC-registered investment adviser representative at a Colonial Trust Advisors, Inc. office in Spartanburg, A to Z.
The short answer
8 registered advisors work at Colonial Trust Advisors, Inc. in Spartanburg, out of 13 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Colonial Trust Advisors, Inc. advisors in Spartanburg, A to Z
Every Colonial Trust Advisors, Inc. advisor →- Joseph P. Anderson IIICertified Financial Planner
- Henry W. Barre IIInvestment adviser rep
- Brittany C. BynumInvestment adviser rep
- Cullen T. CoxeInvestment adviser rep
- Sarah B. ShalalaInvestment adviser rep
- Matthew J. Van NameCertified Financial Planner
- Barry D. WynnInvestment adviser rep
- Camp R. WynnChartered Financial Analyst
Colonial Trust Advisors, Inc. advisors in every city and state →Colonial Trust Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Colonial Trust Advisors, Inc. advisors in other cities
Other firms in Spartanburg
All Spartanburg advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 12Edward Jones 11LPL Financial LLC 11Morgan Stanley 11Wells Fargo Clearing Services, LLC 11Raymond James Financial Services Advisors, Inc. 10Cetera Investment Advisers LLC 7Janney Montgomery Scott LLC 6State Farm Investment Management Corp. 4Wealth Intelligently Navigated, LLC 4Ameriprise Financial Services, LLC 3Mtm Investment Management, LLC 3
Questions
How many financial advisors does Colonial Trust Advisors, Inc. have in Spartanburg?
8 investment adviser representatives are registered at Colonial Trust Advisors, Inc. offices in Spartanburg, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Colonial Trust Advisors, Inc. one of the largest advisor employers in Spartanburg?
Colonial Trust Advisors, Inc. ranks number 7 in Spartanburg by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 12.
How do I check a Colonial Trust Advisors, Inc. advisor in Spartanburg?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.