Ximena Chastain, financial advisor Columbia SC

Ximena Chastain

CRD Number: 4910472
Current Firm: Abacus Planning Group, Inc.

Ximena Chastain (CRD# 4910472) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has 1 year of experience in the finance industry. Ximena Chastain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Davinci Financial Designs
Professional Designations
Company Name Location Dates Years
Abacus Planning Group, Inc. Columbia, SC May 1998 - Current 25

Ximena Chastain has no recent exams reported.
Contact Info for Ximena A. Chastain
Phone Number: 803-933-0054
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,507
    MILLIONS
  • Total Number of Accounts
    2,539
    ACCOUNTS
  • Average Account Value
    $593,700
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

FL, NC, PA, SC, TX

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