Eleanor CalvertCRD 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 10 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Transamerica Retirement Solutions||Chesapeake, VA||May 2015 - Current||3|
|Transamerica Investors Securities Corporation||Chesapeake, VA||May 2015 - Current||3|
|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|
Total Assets Under Management3,803MILLIONS
Total Number of Accounts24,276ACCOUNTS
Average Account Value$156,655
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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
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.