Abby Ann Lord
Investment adviser representative at Advice and Planning Services
10 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- TIAAJul 2020 to now
- TIAA-CREF Individual & Institutional Services, LLCJul 2020 to now
- Beach and AssociatesOct 2019 to Jun 2020
- TIAAJun 2019 to Aug 2019
- Maine Savings Federal Credit UnionMay 2018 to Dec 2018
- Maine Savings Fed. Credit UnionMay 2017 to Dec 2017
- Elon UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7278367
- Firm CRD
- 20472