Deana CalvelliCRD 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.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Pension consulting services
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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