Bert D. Barre
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bert Dixon Barre's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 13, 2009 - Present
COLONIAL TRUST ADVISORS, INC.
Office #1: 233 South Pine Street, Spartanburg, SC 29302March 16, 2000 - July 16, 2001
WACHOVIA SECURITIES, INC.
Primary Firm SEC Registration
COLONIAL TRUST ADVISORS, INC.
CRD#: 110257 / SEC#: 801-53402
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/13/2009)
Exams
Current Firm
COLONIAL TRUST ADVISORS, INC.
CRD#: 110257 / SEC#: 801-53402
Contact information
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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