Calvary Wealth, LLC
Calvary Wealth, LLC (CRD# 131478) is a financial advisory firm headquartered in Augusta, GA. They manage $154,462,030 in 395 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management154MILLION
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Total Number of Accounts395ACCOUNTS
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Average Account Value$391,043
- A percentage of assets under your management
- Hourly charges
- 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
- Other
GA, LA, SC
Broadus Cleveland (CRD# 4807476) is an Investment Advisor Representative working at Calvary Wealth, LLC in Martinez, GA and has 1 year of experience in the finance industry. Broadus Cleveland 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.
William Evans (CRD# 7487817) is an Investment Advisor Representative working at Calvary Wealth, LLC in Augusta, GA and has 1 year of experience in the finance industry. William Evans 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.