Calvin Webster, financial advisor Englewood CO

Calvin Webster

CRD Number: 7906463
Current Firm: Equitable Advisors, LLC

Calvin Webster (CRD# 7906463) is an Investment Advisor Representative working at Equitable Advisors, LLC in Englewood, CO and has 1 year of experience in the finance industry.

Similar Advisors
Roger Buswell, financial advisor Englewood CO
Roger J. Buswell
CRD# 1036566
Buswell Associates, Inc.
Similar Advisors
Eric Courage , financial advisor Englewood CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Nicholas Crow, financial advisor Englewood CO
Nicholas J. Crow
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Apr 2024 - Current < 1
University Of Denver Denver, CO Sep 2020 - May 2024 3
Brandwatch New York, NY May 2023 - Sep 2023 < 1
Faction Technology South San Francisco, CA Jun 2022 - May 2023 < 1
Sparklabs Foundry Pleasanton, CA Jun 2022 - Sep 2022 < 1
Oxide Motors LLC Denver, CO Oct 2021 - Sep 2022 < 1
Creative Eye Framing And Gallery Denver, CO Sep 2021 - Jun 2022 < 1
Rosalind Bakery Pacifica, CA May 2021 - Sep 2021 < 1
Webster Woodworking Pacifica, CA Apr 2020 - Sep 2021 1
The Bay School Of San Francisco San Francisco, CA Jun 2016 - Aug 2020 4
City Of Pacifica Pacifica, CA Jan 2016 - Jan 2017 1
Ocean Shore Elementary School Pacifica, CA Apr 2014 - Jun 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2024
Contact Info for Calvin S. Webster
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CA
  • CO
  • OH
By the Numbers
  • Total Assets Under Management
    29,776
    MILLIONS
  • Total Number of Accounts
    79,686
    ACCOUNTS
  • Average Account Value
    $373,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.