BB
Bert D. Barre
COLONIAL TRUST ADVISORS
SPARTANBURG, SC 29302
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CRD#: 4119994
BB
Bert Dixon BarreCOLONIAL TRUST ADVISORS
Professional summary
Bert Dixon Barre is a registered financial advisor currently at COLONIAL TRUST ADVISORS, INC. located in Spartanburg, South Carolina.
Bert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Bert has worked at 2 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Always Fiduciary
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.
1) BERT BARRE IS ALSO EMPLOYED BY COLONIAL TRUST COMPANY. BOTH INSTITUTIONS ARE WHOLLY OWNED SUBSIDIARIES OF COLONIAL GROUP, INC. COLONIAL TRUST IS REGULATED BY THE SC BOARD OF FINANCIAL INSTITUTIONS AND PROVIDES CORPORATE FIDUCIARY SERVICES INCLUDING PROFESSIONAL TRUST AND ESTATE RELATED SERVICES. THE COMPANIES SHARES OFFICES AT 233 SOUTH PINE STREET, SPARTANBURG, SC 29302. BERT BARRE JOINED COLONIAL TRUST SIMULTANEOUSLY WITH HIS JOINING COLONIAL Trust Advisors, Inc. IN AUGUST OF 2001. HE HOLDS THE TITLE OF CHAIRMAN, PRESIDENT, CHIEF OPERATING 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 65% OF HIS TIME IS SPENT ON THE BUSINESS OF COLONIAL TRUST COMPANY WITH THE REMAINING 35% BEING SPENT ON COLONIAL TRUST ADVISORS, INC. BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Bert Dixon Barre'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
April 13, 2009 - Present
COLONIAL TRUST ADVISORS, INC.
Office #1: 233 South Pine Street, Spartanburg, SC 29302RIA
CRD#: 110257
SPARTANBURG, SC
Past
March 16, 2000 - July 16, 2001
WACHOVIA SECURITIES, INC.
BD
CRD#: 431
CHARLOTTE, NC
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(4/13/2009)
Exams
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)Loading...
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
27
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,093 |
| AUM (Assets Under Management) | $ 1,852,935,341 |
Red Flags
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Company Information
COLONIAL TRUST ADVISORS, INC.
CRD#: 110257Spartanburg, SC 29302TRUST BUT VERIFY
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