Best Investors Account Sign in
Inactive

Elizabeth Metcalf Boehne

Abacus Wealth Partners

Chapel Hill, NC

Santa Monica, CA

Claim This Profile
Current Employers
Abacus Wealth Partners

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-22
NC RA APPROVED 2024-02-22
  • CA RA
    APPROVED
    Since 2024-02-22
  • NC RA
    APPROVED
    Since 2024-02-22

Branch Locations

Chapel Hill, NC • United States

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • 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 Wealth Advisors Santa Monica CA 06/2023 Present
Woodward Financial Advisors Chapel Hill NC 12/2021 05/2023
Presbyterian Campus Ministry Durham NC 08/2017 11/2021
Greensboro Chamber Of Commerce Greensboro NC 08/2016 08/2017
  • 06/2023 → Present
    Abacus Wealth Advisors
    Santa Monica, CA
  • 12/2021 → 05/2023
    Woodward Financial Advisors
    Chapel Hill, NC
  • 08/2017 → 11/2021
    Presbyterian Campus Ministry
    Durham, NC
  • 08/2016 → 08/2017
    Greensboro Chamber Of Commerce
    Greensboro, NC
Designations
Other Names
  • Elizabeth Metcalf Boehne Metcalf Boehne
  • Libby Metcalf Boehne

View on SEC IAPD

More in Chapel Hill, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor