Elizabeth Ariel Ward

Employer firm

Abacus Wealth Partners CRD 128590

$3.58B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 01/2018
  First Financial Group
  Raleigh, NC
• 01/2018 → 04/2018
  A. Ward Financial Planning Llc
  Charlotte, NC
• 04/2018 → 02/2019
  Workable Wealth
  Chula Vista, CA
• 03/2019 → Present
  Abacus Wealth Partners
  Santa Monica, CA

Previous Registrations

• 2018-04-12 → 2019-05-31
  Workable Wealth
  Charlotte, NC
  Chula Vista, CA
• 2018-03-20 → 2018-04-18
  A. Ward Financial Planning Llc
  Charlotte, NC
• 2013-02-20 → 2018-01-31
  First Financial Group
  Raleigh, NC
• 2008-08-05 → 2011-12-31
  Cetera Advisors Llc
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2008-08-04

Designations

• Certified Financial Planner

Other Names

• Elizabeth Ariel Maddox