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Mary Laird Whitmire Green

Abacus Planning Group, Inc.

Greenville, SC

Columbia, SC

CRD 4956484

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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
SC RA APPROVED 2016-07-15
  • SC RA
    APPROVED
    Since 2016-07-15

Branch Locations

115 E. Camperdown Way, Greenville, SC 29601 • United States

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. Greenville SC 07/2016 Present
Previous Registrations
  • 2000-05-23 → 2016-10-17
    Beckwith Financial Advisors, Inc.
    Greenville, SC
Designations
  • Certified Financial Planner
Other Names
  • Mary Laird Whitmire
  • M. Laird Whitmire
  • M. Laird Green
  • M. Laird Whitmire Green
  • Mary Laird Whitmire

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
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