Eleanor Calvert, financial advisor Chesapeake VA
93 score

Eleanor Calvert

CRD Number: 5470608
Current Firm: Transamerica Retirement Advisors, LLC

Eleanor Calvert (CRD# 5470608) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Chesapeake, VA and has over 8 years of experience in the finance industry.

Similar Advisors
Jonathan Muhlendorf, financial advisor Chesapeake VA
Jonathan S. Muhlendorf
CRD# 3231124
Lincoln Financial Advisors Corporation
Score
103
Similar Advisors
Oscar Alvarez, financial advisor Chesapeake VA
Oscar N. Alvarez
CRD# 2396863
Pathway Financial Planning, Inc.
Score
101
Similar Advisors
Wayne Berry, financial advisor Chesapeake VA
Wayne C. Berry
CRD# 1710978
Virginia Capital Management Group Inc.
Score
101
Company Name Location Dates Years
Transamerica Retirement Solutions Chesapeake, VA May 2015 - Current 1
Transamerica Investors Securities Corporation Chesapeake, VA May 2015 - Current 1
Society Of Financial Service Professional Newtown Square, PA May 2014 - Jun 2015 1
Progressive Gulf Insurance Company/progressive Northern Ins Co Chesapeake, VA Jul 2012 - Jun 2015 2
Anthem Health Plans Of Virginia, Inc. Chesapeake, VA May 2012 - Jun 2015 3
Healthkeepers Inc. Chesapeake, VA May 2012 - Jun 2015 3
Hampton Roads Insurance Services Virginia Beach, VA Apr 2012 - Jun 2015 3
Optima Health Plan/optima Health Ins Co Chesapeake, VA Apr 2012 - Jun 2015 3
Columbian Mutual Life Ins Co Chesapeake, VA Apr 2012 - Jun 2015 3
Eleanor Kendall Calvert Chesapeake, VA Dec 2011 - Jun 2015 3
Financial Planning Association Denver, CO Jan 2009 - Jun 2015 6
Va Equine Appraisals Chesapeake, VA Jan 2005 - Jun 2015 10
Usef Rcc Steward Chesapeake, VA Jan 1995 - Jun 2015 20
North Carolina Hunter Jumper Association Huntersville, NC Jan 1995 - Jun 2015 20
Arabian Horse Association Aurora, CO Jan 1995 - Jun 2015 20
Maryland Horse Shows Assoc Parkville, MD Jan 1994 - Jun 2015 21
Virginia Beach Horse Shows Assn Chesapeake, VA Jan 1990 - Jun 2015 25
Untied States Equestrian Federation Louisville, KY Jan 1990 - Jun 2015 25
Virginia Horse Shows Assoc Warrenton, VA Jan 1970 - Jun 2015 45
Various Insurance Carriers For W&r Insurance Agencies Chesapeake, VA Jul 2013 - May 2015 1
Waddell & Reed, Inc. Virginia Beach, VA Jul 2013 - May 2015 1
Massmutual Life Insurance Co Virginia Beach, VA Jan 2013 - Jul 2013 < 1
Mml Investors Services, LLC Virginia Beach, VA Jan 2013 - Jul 2013 < 1
New York Life Insurance Company Norfolk, VA Oct 2011 - Jan 2013 1
Nylife Securities LLC Norfolk, VA Oct 2011 - Jan 2013 1
Bb&t Investments Virginia Beach, VA Nov 2010 - Sep 2011 < 1
Metlife Securities Inc. Columbia, MD Oct 2009 - Oct 2010 1
First Command Financial Planning, Inc. Fort Worth, TX Oct 2008 - Oct 2009 1
First Command Financial Services, Inc. Fort Worth, TX Oct 2008 - Oct 2009 1
Edward Jones St. Louis, MO Jan 2008 - Sep 2008 < 1
Countrywide Home Loans Virginia Beach, VA Jan 2003 - Dec 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Eleanor K. Calvert
Phone Number: 866-368-0566
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    3,536
    MILLIONS
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $3,490,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

Ready to hire a financial advisor? Get competitive proposals from Eleanor Calvert and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.