Unclaimed
Barry Dean Wynn is a registered investment advisor representative with Colonial Trust Advisors, Inc. in Spartanburg, South Carolina. Barry has been working in the financial services industry since 1970. He holds the Series 3, 63, and 65 licenses, as well as the Series 12 principal license. The firm provides financial planning, portfolio management, and pension consulting to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Barry 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. Barry joined Colonial Trust Company in 1992 prior to the formation of Colonial Asset Management in 1996. He holds the title of Executive Vice President of Colonial Trust Company and is involved in the investment management, fiduciary decision making, administrative oversight, and compliance of the firm’s business. Approximately 25% of his time is spent on the business of Colonial Trust Company with the remaining 75% being spent on Colonial Trust Advisors, Inc. business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
01/17/2024 - Present
Colonial Trust Advisors, Inc. (SPARTANBURG SC)
NA
01/31/1980 - 07/01/1992
THE ROBINSON-HUMPHREY COMPANY INC.
NA
08/18/1977 - 02/25/1980
FROST, JOHNSON, READ & SMITH, INC.
NA
04/06/1973 - 08/18/1977
FROST, JOHNSON, READ & SMITH, INCORPORATED
NA
07/15/1970 - 05/10/1973
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
IA
Issued 10/24/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/1973
Series 12 - NYSE Branch Manager Examination
BC
Issued 04/17/1991
PC - AMEX Put and Call Exam
BC
Issued 11/29/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/16/1968
Series 1 - Registered Representative Examination
Active
Inactive
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