Financial ADVSR advisor directory · SEC adviser records
Abacus Planning Group, Inc. financial advisors in Columbia, SC
Every SEC-registered investment adviser representative at a Abacus Planning Group, Inc. office in Columbia, A to Z.
The short answer
13 registered advisors work at Abacus Planning Group, Inc. in Columbia, out of 15 at the firm nationwide; it ranks number 10 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
Abacus Planning Group, Inc. advisors in Columbia, A to Z
Every Abacus Planning Group, Inc. advisor →- Anne Marie E. AshworthCertified Financial Planner
- Ann J. BeckwithCertified Financial Planner
- Ximena A. ChastainCertified Financial Planner
- Bailey O. DavisInvestment adviser rep
- Charles B. FlowersChartered Financial Analyst
- Corinne S. HannaCertified Financial Planner
- Cheryl R. HollandCertified Financial Planner
- William R. JeterChartered Financial Analyst
- Karlyn M. JonesCertified Financial Planner
- Stephen E. MaggardInvestment adviser rep
- Jacklyn A. MasonCertified Financial Planner
- Susan A. McCantsCertified Financial Planner
- Jonathan J. RobertsonCertified Financial Planner
Abacus Planning Group, Inc. advisors in every city and state →Abacus Planning Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Abacus Planning Group, Inc. advisors in other cities
Other firms in Columbia
All Columbia advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 59Morgan Stanley 32Wells Fargo Clearing Services, LLC 32Edward Jones 26First Citizens Investor Services, Inc. 26LPL Financial LLC 22Independent Advisor Alliance, LLC 20Ameriprise Financial Services, LLC 19State Farm Investment Management Corp. 16Janney Montgomery Scott LLC 12UBS Financial Services Inc. 12First Citizens Asset Management, Inc. 9
Questions
How many financial advisors does Abacus Planning Group, Inc. have in Columbia?
13 investment adviser representatives are registered at Abacus Planning Group, Inc. offices in Columbia, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is Abacus Planning Group, Inc. one of the largest advisor employers in Columbia?
Abacus Planning Group, Inc. ranks number 10 in Columbia by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 59.
How do I check a Abacus Planning Group, Inc. advisor in Columbia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Abacus Planning Group, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.