Ann Calvin, financial advisor Brighton MA
88 score

Ann Calvin

CRD Number: 6417142
Current Firm: Citizens Securities, Inc.

Ann Calvin (CRD# 6417142) is an Investment Advisor Representative working at Citizens Securities, Inc. in Brighton, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Brighton, MA May 2016 - Current < 1
Citizens Bank Boston, MA Oct 2015 - May 2016 < 1
Citizens Securities Inc. Brighton, MA Oct 2015 - May 2016 < 1
Unemployment Cambridge, MA Aug 2015 - Oct 2015 < 1
Lpl Financial, LLC Woburn, MA Dec 2014 - Aug 2015 < 1
Arcus Solutions LLC Boston, MA Jun 2014 - Oct 2014 < 1
Unemployed Cambridge, MA Apr 2014 - Jun 2014 < 1
Myjove Corp Alewife, MA Jun 2013 - Mar 2014 < 1
Flagship Merchant Services Boston, MA Oct 2012 - May 2013 < 1
Unemployed Boston, MA Sep 2012 - Sep 2012 < 1
Whole Foods Boston, MA Aug 2012 - Aug 2012 < 1
Unemployed Martinez, CA May 2012 - Aug 2012 < 1
Tulane University New Orleans, LA Aug 2008 - May 2012 3
Howard Tilton Memorial Library New Orleans, LA Apr 2011 - Jun 2011 < 1
Tulane University New Orleans, LA Oct 2009 - May 2010 < 1
Alhambra High School Martinez, CA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Ann D. Calvin
Phone Number: 1-800-942-8300
Registered State(s):
  • NH
  • RI
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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