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Henry Walter Barre

Colonial Trust Advisors, Inc.

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About Henry Walter Barre

Henry Walter Barre is a financial advisor who works at Colonial Trust Advisors, Inc. Colonial Trust Advisors, Inc. is a registered investment advisor and provides financial planning, portfolio management, and pension consulting services. Henry Walter Barre has been a registered investment advisor since 2013. Henry Walter Barre has over 40 years of experience in the financial services industry. In addition to being a financial advisor, Henry Walter Barre also works at Colonial Trust Company. Colonial Trust Company is a registered corporate fiduciary and provides professional trust and estate related services.

Firm Information

Henry Barre is currently registered with Colonial Trust Advisors, Inc.. Colonial Trust Advisors, Inc. is an investment advisor registered with the SEC and located in Spartanburg, South Carolina. They offer financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. The firm manages approximately $1.4 billion in assets for over 1,990 clients. They have a team of 11 investment advisor representatives and 4 licensed agents. You can visit their website at HTTP://WWW.COLONIALTRUST.COM or their LinkedIn page at HTTPS://WWW.LINKEDIN.COM/COMPANY/COLONIAL-TRUST-COMPANY/about/.
Colonial Trust Advisors, Inc.

233 SOUTH PINE STREET

SPARTANBURG, SC 29302

$1.40B

Assets Under Management

1

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Henry Barre’s Registration & Firm History

SC

01/17/2024 - Present

Colonial Trust Advisors, Inc. (SPARTANBURG SC)

NA

01/30/1980 - 08/22/1989

THE ROBINSON-HUMPHREY COMPANY INC.

NA

08/18/1977 - 02/25/1980

FROST, JOHNSON, READ & SMITH, INC.

NA

12/02/1976 - 08/18/1977

FROST, JOHNSON, READ & SMITH, INCORPORATED

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Licenses & Designations

IA

Issued 06/18/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/1985

Series 3 - National Commodity Futures Examination

BC

Issued 11/20/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Walter Barre.
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