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Ann Josey Beckwith

Abacus Planning Group, Inc.

Columbia, SC

CRD 7226561

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Employer firm

Abacus Planning Group, Inc. CRD 107994

$2.16B regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

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

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 2020-02-05
  • TX RA
    APPROVED
    Since 2021-10-21
  • SC RA
    APPROVED
    Since 2020-02-05

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
The Heritage Foundation Washington DC 08/2007 02/2017
Abacus Planning Group Columbia SC 03/2017 Present
  • 08/2007 → 02/2017
    The Heritage Foundation
    Washington, DC
  • 03/2017 → Present
    Abacus Planning Group
    Columbia, SC
Designations
  • Certified Financial Planner
Other Names
  • Amy Josey Beckwith

View on SEC IAPD

Nearby Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
APOLLON WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES

Nearby Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBIA, SC

More in Columbia, SC

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