James Calvert, financial advisor Marietta OH
93 score

James Calvert

CRD Number: 1058510
Current Firm: H. Beck, Inc.

James Calvert (CRD# 1058510) is an Investment Advisor Representative working at H. Beck, Inc. in Marietta, OH and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
H. Beck, Inc. Rockville, MD Jan 2010 - Current 6
Calvert & Associates Insurance Agency, Inc. Marietta, OH Aug 1981 - Current 35
Fsc Securities Corporation Ria Atlanta, GA Jun 2009 - Dec 2009 < 1
Fsc Securities Corporation Atlanta, GA Feb 1999 - Dec 2009 10
Fsc Agency Atlanta, GA Feb 1999 - Dec 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for James F. Calvert
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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