Claim Profile
CH

Cheryl Rene Holland

ABACUS PLANNING GROUP, INC.·COLUMBIA, South Carolina
Unclaimed Profile
2500 DEVINE STREET, COLUMBIA, SC 29205-2400CRD# 1250450Firm CRD# 107994
01

About

Cheryl Rene Holland is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with ABACUS PLANNING GROUP, INC.. 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
ABACUS PLANNING GROUP, INC.
ABACUS PLANNING GROUP, INC.
AUM
$1.7B
Regulatory assets under management
Employees
27
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1250450
Firm CRD# 107994
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COLUMBIA?

Browse all registered financial advisors in COLUMBIA, South Carolina or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Cheryl Rene Holland offer?
Cheryl Rene Holland specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in COLUMBIA, South Carolina for a consultation.
What are Cheryl Rene Holland's credentials?
Cheryl Rene Holland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cheryl Rene Holland located?
Cheryl Rene Holland is based in COLUMBIA, South Carolina, working with ABACUS PLANNING GROUP, INC.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Cheryl Rene Holland charge for services?
Cheryl Rene Holland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABACUS PLANNING GROUP, INC.?
ABACUS PLANNING GROUP, INC. has approximately 27 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty