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Stephen Elijah Maggard

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_RES 2021-10-07
SC RA APPROVED 2021-10-06
  • TX RA
    APPROVED_RES
    Since 2021-10-07
  • SC RA
    APPROVED
    Since 2021-10-06

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
Independent Advisor Alliance Summerville SC 09/2019 06/2020
U.S. Army (Active) Fort Myer VA 08/2016 08/2019
Abacus Planning Group Columbia SC 07/2020 Present
  • 09/2019 → 06/2020
    Independent Advisor Alliance
    Summerville, SC
  • 08/2016 → 08/2019
    U.S. Army (Active)
    Fort Myer, VA
  • 07/2020 → Present
    Abacus Planning Group
    Columbia, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-18
  • S65 Uniform Investment Adviser Law Examination
    2019-03-18
Other Names
  • Stephen Maggard

View on SEC IAPD

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EDWARD JONES
CAPITAL CONSULTING GROUP, INC
BEERS KIGHT FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

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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