Ann CalvinCRD 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 over 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|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|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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