Regan CalvertCRD Number: 7026097
Current Firm: Lpl Financial LLC
Regan Calvert (CRD# 7026097) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 3 years of experience in the finance industry.
Wismed Financial, Inc.
Baker Tilly Wealth Management, LLC
Ameriprise Financial Services, LLC
|Uw Credit Union (university Of Wisconsin Credit Union)||Madison, WI||Jan 2019 - Current||4|
|Lpl Financial, LLC||Madison, WI||Jan 2019 - Current||4|
|Uw-madison||Madison, WI||Aug 2015 - May 2019||3|
|Camp Anokijig||Plymouth, WI||May 2018 - Aug 2018||< 1|
|Camp Anokijig||Plymouth, WI||May 2017 - Aug 2017||< 1|
|Camp Anokijig||Plymouth, WI||May 2016 - Aug 2016||< 1|
|Fond Du Lac High School||Fond Du Lac, WI||Aug 2011 - Aug 2015||4|
|The Bagelmeister||Fond Du Lac, WI||May 2013 - May 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, WY
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