Donald CalvertCRD Number: 3123336
Current Firm: U.s. Bancorp Investments, Inc.
Donald Calvert (CRD# 3123336) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sheridan, WY and has over 24 years of experience in the finance industry.
Cetera Advisor Networks LLC
D.a. Davidson & Company
Eagle Strategies LLC
|U.s. Bancorp Investments, Inc.||Cheyenne, WY||Sep 2020 - Current||2|
|Wells Fargo Clearing Services, LLC||Billings, MT||Dec 2010 - Sep 2020||9|
|Wells Fargo Advisors LLC||Billings, MT||Jan 2011 - Nov 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management14,693MILLIONS
Total Number of Accounts56,384ACCOUNTS
Average Account Value$260,580
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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