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Brian Alan Barker

SOUTHSTATE ADVISORY, INC.·COLUMBIA, South Carolina
Unclaimed Profile
520 GERVAIS ST, COLUMBIA, SC 29201CRD# 4263994Firm CRD# 153113
01

About

Brian Alan Barker is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with SOUTHSTATE ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOUTHSTATE ADVISORY, INC.
SOUTHSTATE ADVISORY, INC.
AUM
$3.4B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at SOUTHSTATE ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4263994
Firm CRD# 153113
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Alan Barker offer?
Brian Alan Barker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBIA, South Carolina for a consultation.
What are Brian Alan Barker's credentials?
Brian Alan Barker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Alan Barker located?
Brian Alan Barker is based in COLUMBIA, South Carolina, working with SOUTHSTATE ADVISORY, INC.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Brian Alan Barker charge for services?
Brian Alan Barker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHSTATE ADVISORY, INC.?
SOUTHSTATE ADVISORY, INC. has approximately 20 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLUMBIA
Jeb Stuart Zoller — DAVINCI FINANCIAL DESIGNS LLCCheryl Rene Holland — ABACUS PLANNING GROUP, INC.Charles Warren Hammer — ABACUS PLANNING GROUP, INC.Fowler William Cary — CCM INVESTMENT ADVISERS, LLCJoy Jones Watkins — ANCHOR INVESTMENT MANAGEMENT, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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