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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camp? Claim Your ProfileCamp Wynn is a financial advisor with over 20 years of experience. Camp Wynn is a Registered Investment Advisor Representative with Colonial Trust Advisors, Inc., providing a wide range of financial services, including investment management, financial planning, and pension consulting. Camp Wynn has passed both Series 63 and 65 exams and has earned the designation of Chartered Financial Analyst. Camp Wynn is also employed by Colonial Trust Company, a wholly owned subsidiary of Colonial Group, Inc., and holds the title of Vice Chairman, Executive Vice President, Chief Investment Officer, and Senior Trust Officer. Camp Wynn is responsible for the investment management, fiduciary decision making, administrative oversight, and compliance of the firm's business. Camp Wynn has a strong track record of success in helping individuals and families reach their financial goals.
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.
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SC
01/23/2014 - Present
Colonial Trust Advisors, Inc. (SPARTANBURG SC)
NY
09/11/1998 - 02/09/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 06/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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