Benjamin Calvert (CRD# 5727443) is an Investment Advisor Representative working at Synovus Securities, Inc. in Huntsville, AL and has over 14 years of experience in the finance industry. Benjamin Calvert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4169767
Lpl Financial LLC
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
CRD# 6238002
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synovus Securities, Inc. | Huntsville, AL | Oct 2019 - Current | 4 |
| Synovus Bank | Hunstville, AL | Oct 2019 - Current | 4 |
| Synovus Bank | Huntsville, AL | Aug 2019 - Oct 2019 | < 1 |
| Synovus Securities Inc. | Huntsville, AL | Aug 2019 - Oct 2019 | < 1 |
| Bbva Wealth Solutions Inc. | Huntsville, AL | May 2017 - Aug 2019 | 2 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | May 2015 - Aug 2019 | 4 |
| Bbva Securities Inc. | Huntsville, AL | Apr 2015 - Aug 2019 | 4 |
| Compass Bank | Birmingham, AL | Feb 2015 - Aug 2019 | 4 |
| Regions Bank | Huntsville, AL | Mar 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- AL
- FL
- GA
- MA
- MS
- PA
- SC
- TX
-
Total Assets Under Management6,242MILLIONS
-
Total Number of Accounts12,037ACCOUNTS
-
Average Account Value$518,601
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.