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Charles William Clementson

Colonial Trust Advisors, Inc.

Spartanburg, SC

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Current Employers
Colonial Trust Advisors, Inc.

233 South Pine Street, Spartanburg, SC 29302 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-12-16
  • SC RA
    APPROVED
    Since 2021-12-16

Branch Locations

233 South Pine Street, Spartanburg, SC 29302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Spartanburg SC 08/2014 01/2019
Bb&T Investment Services, Inc. Spartanburg SC 08/2014 11/2021
Bb&T Securities, Llc Richmond VA 01/2018 11/2021
Bb&T Spartanburg SC 01/2019 11/2021
Truist Investment Services, Inc. Spartanburg SC 02/2021 11/2021
Truist Advisory Services, Inc. Atlanta GA 02/2021 11/2021
Colonial Trust Company Spartanburg SC 11/2021 Present
Colonial Trust Advisors Spartanburg SC 11/2021 Present
  • 08/2014 → 01/2019
    Bb&T
    Spartanburg, SC
  • 08/2014 → 11/2021
    Bb&T Investment Services, Inc.
    Spartanburg, SC
  • 01/2018 → 11/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 11/2021
    Bb&T
    Spartanburg, SC
  • 02/2021 → 11/2021
    Truist Investment Services, Inc.
    Spartanburg, SC
  • 02/2021 → 11/2021
    Atlanta, GA
  • 11/2021 → Present
    Colonial Trust Company
    Spartanburg, SC
  • 11/2021 → Present
    Colonial Trust Advisors
    Spartanburg, SC
Previous Registrations
  • 2021-02-17 → 2021-10-15
    Atlanta, GA
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Spartanburg, SC
    Richmond, VA
  • 2014-09-11 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Spartanburg, SC
  • 2012-09-13 → 2014-09-19
    Concourse Financial Group Securities, Inc.
    Piedmont, SC
    Spartanburg, SC
Other Businesses

Charles 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 South Carolina Board of Financial Institutions and provides professional fiduciary services including personal trust and estate related services. The company shares offices with Colonial Trust Advisors, Inc. at 6 Calendar Ct, Suite 1, Columbia, SC 259206. Charles joined Colonial Trust Company simultaneously with his joining Colonial Trust Advisors, Inc. in November 2021. He holds the title of Vice President - Financial Advisor & Trust Officer and is involved in the investment management and fiduciary decision making of the firm's business. Approximately 65% of his time is spent on the business of Colonial Trust Advisors, Inc. with the remaining 35% being spent on the business of Colonial Trust Company. .

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-20
S63 Uniform Securities Agent State Law Examination 1999-12-27
  • S66 Uniform Combined State Law Examination
    2012-08-20
  • S63 Uniform Securities Agent State Law Examination
    1999-12-27

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