Deana Calvelli, financial advisor Blue Bell PA
93 score

Deana Calvelli

CRD Number: 5556130
Current Firm: Lockton Investment Advisors, LLC

Deana Calvelli (CRD# 5556130) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Blue Bell, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lockton Financial Advisors, LLC Blue Bell, PA Jul 2015 - Current 1
Lockton Investment Advisors, LLC Blue Bell, PA Jul 2015 - Current 1
Lockton Companies, LLC Blue Bell, PA Jul 2015 - Current 1
Lpl Financial Berwyn, PA Jul 2014 - Jun 2015 < 1
Calvelli Consulting Berwyn, PA Jul 2009 - Jul 2014 5
Cv Brokerage Inc. West Conshohocken, PA Mar 2011 - Jun 2014 3
Buck Consultants Berwyn, PA Jul 2010 - Nov 2012 2
Wachovia Securities, LLC Charlotte, NC Oct 2008 - Jul 2010 1
Wachovia Bank, N.a. Charlotte, NC Jul 1989 - Jul 2010 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Mar 2009
Contact Info for Deana A. Calvelli
Phone Number: 816-960-9000
Firm Website: http://www.lockton.com/
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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