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Camp Rooker Wynn

COLONIAL TRUST ADVISORS, INC.·SPARTANBURG, South Carolina
Series 7, Series 63, Series 65Clean record17 years registeredCOLONIAL TRUST ADVISORS, INC.
233 SOUTH PINE STREET, SPARTANBURG, SC 29302CRD# 3118195Firm CRD# 110257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Camp Rooker Wynn · SPARTANBURG, SC
Registration
CRD #3118195 · COLONIAL TRUST ADVISORS, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

COLONIAL TRUST ADVISORS, INC.
Mar 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · March 16, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COLONIAL TRUST ADVISORS, INC.
CRD 110257 · SEC 801-53402
AUM
$1.4B
Regulatory assets under management
Employees
23
1,990 client accounts
Services offered by COLONIAL TRUST ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COLONIAL TRUST ADVISORS, INC. →
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Frequently Asked Questions

What services does Camp Rooker Wynn offer?
Camp Rooker Wynn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPARTANBURG, South Carolina for a consultation.
What are Camp Rooker Wynn's credentials?
Camp Rooker Wynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Camp Rooker Wynn located?
Camp Rooker 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 Camp Rooker Wynn charge for services?
Camp Rooker 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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Other Advisors at COLONIAL TRUST ADVISORS, INC.

Bert Dixon Barre
SPARTANBURG, SC
Barry Dean Wynn
SPARTANBURG, SC
Henry Walter Barre
SPARTANBURG, SC

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