Mary L. Green
Professional summary
Mary Laird Whitmire Green, CFP®, who also goes by M. Laird Green, M. Laird Whitmire Green, M. Laird Whitmire, Mary Laird Whitmire, is a registered financial advisor currently at ABACUS PLANNING GROUP, INC. located in Greenville, South Carolina.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Mary has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Laird Whitmire Green's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
July 15, 2016 - Present
ABACUS PLANNING GROUP, INC.
Office #1: 115 E. Camperdown Way, Greenville, SC 29601May 23, 2000 - October 17, 2016
BECKWITH FINANCIAL ADVISORS, INC.
Primary Firm SEC Registration
ABACUS PLANNING GROUP, INC.
CRD#: 107994 / SEC#: 801-55414
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/15/2016)
Exams
Current Firm
ABACUS PLANNING GROUP, INC.
CRD#: 107994 / SEC#: 801-55414
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,735 |
| AUM (Assets Under Management) | $ 1,899,035,212 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/10/2025 | ||
| 01/28/2025 | ||
| 07/27/2023 | ||
| 01/27/2023 |
Red Flags
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Company Information
ABACUS PLANNING GROUP, INC.
CRD#: 107994Greenville, SC 29601TRUST BUT VERIFY
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