Mabry-calvin, LLC

Mabry-calvin, LLC (CRD# 116907) is a financial advisory firm headquartered in Franklin, TN. They manage $50,619,104 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $609,869
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Mabry-calvin, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William D. Calvin
CRD#: 1281417
142 5th Avenue North, Suite A, Franklin, TN 37064
93
Wealthminder
score

William Calvin (CRD# 1281417) is an Investment Advisor Representative working at Mabry-calvin, LLC in Franklin, TN and has over 32 years of experience in the finance industry.

2
Charlotte G. Mabry
CRD#: 1026407
142 5th Avenue North, Suite A, Franklin, TN 37064
93
Wealthminder
score

Charlotte Mabry (CRD# 1026407) is an Investment Advisor Representative working at Mabry-calvin, LLC in Franklin, TN and has over 34 years of experience in the finance industry.

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