HB
Henry W. Barre
COLONIAL TRUST ADVISORS
Spartanburg, SC 29302
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CRD#: 830712
HB
Professional summary
Henry Walter Barre II is a registered financial advisor currently at COLONIAL TRUST ADVISORS, INC. located in Spartanburg, South Carolina.
Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Henry has worked at 4 firms and has passed the Series 65, Series 63, Series 3 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.
WALLY BARRE 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 COMPANY SHARES OFFICES WITH COLONIAL Trust Advisors, Inc.AT 101 EAST WASHINGTON STREET, GREENVILLE, SC 29302. WALLY BARRE JOINED COLONIAL TRUST COMPANY IN 1989 PRIOR TO THE FORMATION OF COLONIAL Trust Advisors, Inc. IN 1996. HE HOLDS THE TITLE OF EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL 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 REMAINING 65% BEING SPENT ON COLONIAL Trust Advisors, Inc. BUSINESS
CRS (Client Relationship Summary) - RIA
Click below to view Henry Walter Barre II'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
June 19, 2013 - Present
COLONIAL TRUST ADVISORS, INC.
Office #1: 233 South Pine Street, Spartanburg, SC 29302RIA
CRD#: 110257
Spartanburg, SC
Past
January 30, 1980 - August 22, 1989
THE ROBINSON-HUMPHREY COMPANY, LLC
BD
CRD#: 723
Past
August 18, 1977 - February 25, 1980
FROST, JOHNSON, READ & SMITH, INC.
BD
CRD#: 7460
Past
December 2, 1976 - August 18, 1977
FROST, JOHNSON, READ & SMITH, INCORPORATED
BD
CRD#: 335
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(6/19/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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#: 110257Spartanburg, SC 29302TRUST BUT VERIFY
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