CW
Camp R. Wynn
COLONIAL TRUST ADVISORS
Greenville, SC 29605
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CRD#: 3118195
CW
Professional summary
Camp Rooker Wynn is a registered financial advisor currently at COLONIAL TRUST ADVISORS, INC. located in Greenville, South Carolina.
Camp is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Camp has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CAMP WYNN IS ALSO EMPLOYED BY COLONIAL TRUST COMPANY. BOTH INSTITUTIONS ARE WHOLLY OWNED SUBSIDIARIES OF COLONIAL GROUP, INC. COLONIAL TRUST COMPANY IS REGISTERED WITH AND REGULATED BY THE SC BOARD OF FINANCIAL INSTITUTIONS AND PROVIDES CORPORATE FIDUCIARY SERVICES INCLUDING PROFESSIONAL TRUST AND ESTATE RELATED SERVICES. THE COMPANIES SHARE OFFICES AT 101 EAST WASHINGTON STREET, GREENVILLE, SC 29302. CAMP WYNN JOINED COLONIAL TRUST COMPANY SIMULTANEOUSLY WITH HIS JOINING COLONIAL Trust Advisors, Inc. IN AUGUST OF 2001. HE HOLDS THE TITLE OF VICE CHAIRMAN, EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER, AND SENIOR TRUST OFFICER OF COLONIAL TRUST COMPANY AND IS INVOLVED IN THE INVESTMENT MANAGEMENT, FIDUCIARY DECISION MAKING, ADMINISTRATIVE OVERSIGHT, AND COMPLIANCE OF THE FIRM'S BUSINESS. APPROXIMATELY 35% OF HIS TIME IS SPENT ON THE BUSINESS OF COLONIAL TRUST COMPANY WITH THE REMAINDING 65% BEING SPENT ON COLONIAL Trust Advisors, Inc. BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Camp Rooker Wynn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 16, 2009 - Present
COLONIAL TRUST ADVISORS, INC.
Office #1: 101 East Washington Street Suite 200, Greenville, SC 29605RIA
CRD#: 110257
Greenville, SC
Past
September 11, 1998 - February 9, 2000
BANC OF AMERICA SECURITIES LLC
BD
CRD#: 26091
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CT
COLONIAL TRUST ADVISORS, INC.
COLONIAL ASSET MANAGEMENT INC | COLONIAL TRUST ADVISORS, INC.
CRD#: 110257 / SEC#: 801-53402
RIA
Registered Investment Advisory firm - (2/21/1997 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(3/16/2009)
IAR
Texas(1/23/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CT
COLONIAL TRUST ADVISORS, INC.
COLONIAL ASSET MANAGEMENT INC | COLONIAL TRUST ADVISORS, INC.
CRD#: 110257 / SEC#: 801-53402
RIA
Registered Investment Advisory firm - (2/21/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
233 South Pine Street, Spartanburg, SC 29302
Mailing Address
P.o. Box 1724, Spartanburg, SC 29304
Phone number
(864) 582-3356
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,036 |
| AUM (Assets Under Management) | $ 1,669,779,986 |
Red Flags
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Company Information
COLONIAL TRUST ADVISORS, INC.
CRD#: 110257Greenville, SC 29605TRUST BUT VERIFY
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