Profil
Mr. Brian A.
Barker is on the Board of Directors at South State Advisory, Inc. He is a member of the Investment Management Consultants Association, the Greenville Estate Planning Council and the Spartanburg Estate Planning Council.
He is a member of the Piedmont Economics Club, the Investment Institute and a past president for the South Carolina Financial Planning Association chapter.
He is a board member of SC Economics, the Innovate Fund, and the board chair of the City of Greenville’s Firemen’s Pension Fund.
Prior to joining South State Bank, Mr. Barker was a regional portfolio manager for a large east coast bank serving Upstate South Carolina and Western North Carolina.
Mr. Barker graduated from Clemson University with a B.S.
in Economics.
He received his MBA from the University of South Carolina.
He is a Certified Financial Planner and an Accredited Investment Fiduciary.
Postes actifs de Brian Alan Barker
| Sociétés | Poste | Début |
|---|---|---|
South State Advisory, Inc.
 South State Advisory, Inc. Investment ManagersFinance South State Advisory, Inc. (SSA) is a registered investment adviser headquartered in Columbia, South Carolina. The firm is a wholly-owned subsidiary of South State Bank, a national banking association and wholly-owned subsidiary of South State Corp. (NASDAQ: SSB). SSA provides investment advisory, financial planning, and retirement plan administration and consulting services to individual and institutional clients. | President | 20/05/2019 |
Anciens postes connus de Brian Alan Barker
| Sociétés | Poste | Fin |
|---|---|---|
Minis & Co., Inc.
 Minis & Co., Inc. Investment ManagersFinance Founded in 1932 by Abram Minis, Jr., Minis & Co., Inc. is the oldest SEC registered investment advisory firm in the Southeast. They are located in Savannah, Georgia. Minis & Co. manages investments for individuals, corporations, pension and profit sharing plans, trusts and charitable organizations. They are a subsidiary of Savannah Bancorp, Inc. (NGM: SAVB). | Gestionnaire de Portefeuille-Actions | 20/05/2019 |
SCBT Financial Corp. (Investment Management)
 SCBT Financial Corp. (Investment Management) Investment ManagersFinance SCBT Financial Corp. Investment Management is an investment advisor located in Greenville, South Carolina. The firm is an operating division of SCBT Financial Corp. | Directeur en chef des Investissements | 26/07/2013 |
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | 30/09/2009 |
Norris Financial Group LLC
 Norris Financial Group LLC Investment ManagersFinance Part of Terry L. Norris Financial Service Corp., Norris Financial Group LLC is a family-owned full-service investment advisory business located in Greenville, SC. The company offers fiduciary investment management services, financial planning, retirement, and insurance services. The company specializes in delivering custom financial planning for complex financial situations and believe in building long-term relationships with their clients based on trust, honesty, and integrity. The company's philosophy is Onelife® Wealth Management, which provides complete financial management to set clients up for success now and in the future. The company offers comprehensive planning, portfolio management, and insurance services, and they treat every client as a unique individual. The company focuses on doing what is in the best interest of each individual client and their specific situation. | Corporate Officer/Principal | 31/01/2003 |
Formation de Brian Alan Barker
| Clemson University | Undergraduate Degree |
| University of South Carolina | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Minis & Co., Inc.
Minis & Co., Inc. Investment ManagersFinance Founded in 1932 by Abram Minis, Jr., Minis & Co., Inc. is the oldest SEC registered investment advisory firm in the Southeast. They are located in Savannah, Georgia. Minis & Co. manages investments for individuals, corporations, pension and profit sharing plans, trusts and charitable organizations. They are a subsidiary of Savannah Bancorp, Inc. (NGM: SAVB). | Finance |
| Wachovia Bank NA (Charlotte, North Carolina) | Finance |
South State Advisory, Inc.
South State Advisory, Inc. Investment ManagersFinance South State Advisory, Inc. (SSA) is a registered investment adviser headquartered in Columbia, South Carolina. The firm is a wholly-owned subsidiary of South State Bank, a national banking association and wholly-owned subsidiary of South State Corp. (NASDAQ: SSB). SSA provides investment advisory, financial planning, and retirement plan administration and consulting services to individual and institutional clients. | Finance |
Norris Financial Group LLC
Norris Financial Group LLC Investment ManagersFinance Part of Terry L. Norris Financial Service Corp., Norris Financial Group LLC is a family-owned full-service investment advisory business located in Greenville, SC. The company offers fiduciary investment management services, financial planning, retirement, and insurance services. The company specializes in delivering custom financial planning for complex financial situations and believe in building long-term relationships with their clients based on trust, honesty, and integrity. The company's philosophy is Onelife® Wealth Management, which provides complete financial management to set clients up for success now and in the future. The company offers comprehensive planning, portfolio management, and insurance services, and they treat every client as a unique individual. The company focuses on doing what is in the best interest of each individual client and their specific situation. | Finance |
SCBT Financial Corp. (Investment Management)
SCBT Financial Corp. (Investment Management) Investment ManagersFinance SCBT Financial Corp. Investment Management is an investment advisor located in Greenville, South Carolina. The firm is an operating division of SCBT Financial Corp. | Finance |
