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Inactive

William R. Jeter

Abacus Planning Group, Inc.

Columbia, SC

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Current Employers
Abacus Planning Group, Inc.

2500 Devine Street, Columbia, SC 29205-2400 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-10-21
SC RA APPROVED 2015-06-22
  • TX RA
    APPROVED
    Since 2021-10-21
  • SC RA
    APPROVED
    Since 2015-06-22

Branch Locations

2500 Devine Street, Columbia, SC 29205-2400 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abacus Planning Group Inc Columbia SC 01/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-19
  • S65 Uniform Investment Adviser Law Examination
    2015-06-19
Designations

View on SEC IAPD

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CAPITAL CONSULTING GROUP, INC
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Other Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES
DAVID SAMUEL PALKOVITZ
CHARLES BAYS FLOWERS
SUSAN AMICK MCCANTS
XIMENA ALEXANDRA CHASTAIN
CORINNE SHERIDAN HANNA

Other Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBIA, SC
PARK AVENUE SECURITIES LLC · COLUMBIA, SC
EDWARD JONES · COLUMBIA, SC
CAPITAL CONSULTING GROUP, INC · COLUMBIA, SC
BEERS KIGHT FINANCIAL ADVISORS, LLC · COLUMBIA, SC
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbia, SC

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