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Cheryl Lynn Bartram

ABUNDANCE WEALTH COUNSELORS, LLC·STATE COLLEGE, Pennsylvania
Unclaimed Profile
232 REGENT COURT, STATE COLLEGE, PA 16801CRD# 6013315Firm CRD# 111740
01

About

Cheryl Lynn Bartram is a registered financial advisor based in STATE COLLEGE, Pennsylvania, affiliated with ABUNDANCE WEALTH COUNSELORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ABUNDANCE WEALTH COUNSELORS, LLC
ABUNDANCE WEALTH COUNSELORS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at ABUNDANCE WEALTH COUNSELORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6013315
Firm CRD# 111740
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cheryl Lynn Bartram offer?
Cheryl Lynn Bartram specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.
What are Cheryl Lynn Bartram's credentials?
Cheryl Lynn Bartram is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cheryl Lynn Bartram located?
Cheryl Lynn Bartram is based in STATE COLLEGE, Pennsylvania, working with ABUNDANCE WEALTH COUNSELORS, LLC. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.
How does Cheryl Lynn Bartram charge for services?
Cheryl Lynn Bartram's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABUNDANCE WEALTH COUNSELORS, LLC?
ABUNDANCE WEALTH COUNSELORS, LLC has approximately 26 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STATE COLLEGE
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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