HG
HG

Holly Laraine Gennings

7 Years of Experience
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
197,089 clients
Average Client Portfolio
$157K average
Assets Under Management
$30.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Rock Hill, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Alight Financial Advisors, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Abw, LLC
July 2020 - November 2024 · 4 yrs 4 mos
Crg Wealth, LLC
September 2019 - December 2020 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - October 2017 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2016 - October 2017 · 1 yr 2 mos
State Registrations2 states
NCSC
Advisor
Exams
No exam information available for this advisor.
Holly Laraine Gennings - Financial Advisor | TrueAdvisor