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Bert Dixon Barre

COLONIAL TRUST ADVISORS, INC.·SPARTANBURG, South Carolina
Unclaimed Profile
233 SOUTH PINE STREET, SPARTANBURG, SC 29302CRD# 4119994Firm CRD# 110257
01

About

Bert Dixon Barre 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
View all advisors at COLONIAL TRUST ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4119994
Firm CRD# 110257
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bert Dixon Barre offer?
Bert Dixon Barre specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPARTANBURG, South Carolina for a consultation.
What are Bert Dixon Barre's credentials?
Bert Dixon Barre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bert Dixon Barre located?
Bert Dixon Barre 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 Bert Dixon Barre charge for services?
Bert Dixon Barre'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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Other advisors in SPARTANBURG
William Brittain Glenn — JONAS BRITTAIN GLENN INC.Barry Dean Wynn — COLONIAL TRUST ADVISORS, INC.Henry Walter Barre — COLONIAL TRUST ADVISORS, INC.Camp Rooker Wynn — COLONIAL TRUST ADVISORS, INC.David Cordell Taylor — MTM INVESTMENT MANAGEMENT, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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