Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Maggard is a registered Investment Advisor Representative with Abacus Planning Group, Inc.. Stephen is licensed in South Carolina and Texas. Stephen has been working in the financial industry since 2016. Stephen's experience includes working with charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth. Stephen provides financial planning and portfolio management services for individuals and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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SC
10/07/2021 - Present
Abacus Planning Group, Inc. (COLUMBIA SC)
IA
Issued 03/18/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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