Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Heyward Elam is a financial advisor with LPL Financial LLC in Columbia, SC. Calvin has been in the financial industry since 1991 and has a broad range of experience serving individual and institutional clients. He specializes in financial planning, portfolio management, and insurance services. In addition to his work with LPL Financial LLC, Calvin also has experience with Lincoln Financial Securities Corporation, Jefferson-Pilot Investor Services, Inc., and Waddell & Reed, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
05/16/2022 - Present
LPL Financial LLC (COLUMBIA SC)
SC
10/01/1997 - 11/21/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (COLUMBIA SC)
IN
04/28/1992 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
KS
10/15/1991 - 04/20/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 08/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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