George Calvert, financial advisor Troy MI

George Calvert

CRD Number: 1749639
Current Firm: Calvert Planning Corporation

George Calvert (CRD# 1749639) is an Investment Advisor Representative working at Calvert Planning Corporation in Troy, MI and has 1 year of experience in the finance industry. George Calvert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Calvert Planning Corporation Bloomfield Hills, MI May 1998 - Current 25

George Calvert has no recent exams reported.
Contact Info for George C. Calvert
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $824,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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