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Barry Dean Wynn

COLONIAL TRUST ADVISORS, INC.·SPARTANBURG, South Carolina
Unclaimed Profile
233 SOUTH PINE STREET, SPARTANBURG, SC 29302CRD# 473736Firm CRD# 110257
01

About

Barry Dean Wynn is a registered financial advisor based in SPARTANBURG, South Carolina, affiliated with COLONIAL TRUST ADVISORS, 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
COLONIAL TRUST ADVISORS, INC.
COLONIAL TRUST ADVISORS, INC.
AUM
$1.4B
Regulatory assets under management
Employees
23
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 473736
Firm CRD# 110257
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barry Dean Wynn offer?
Barry Dean Wynn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPARTANBURG, South Carolina for a consultation.
What are Barry Dean Wynn's credentials?
Barry Dean Wynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Dean Wynn located?
Barry Dean Wynn is based in SPARTANBURG, South Carolina, working with COLONIAL TRUST ADVISORS, INC.. Their office serves clients in the SPARTANBURG metropolitan area and surrounding communities.
How does Barry Dean Wynn charge for services?
Barry Dean Wynn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLONIAL TRUST ADVISORS, INC.?
COLONIAL TRUST ADVISORS, INC. has approximately 23 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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