Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin James Perry is a financial advisor with over 23 years of experience in the financial services industry. Calvin currently works for LPL Enterprise, LLC. Calvin is registered to provide financial advice in North Carolina and Texas. Calvin is also registered to provide investment advice in North Carolina and Texas. Calvin has a broad range of experience in the financial services industry, including investment advice, financial planning, and consulting. Calvin is dedicated to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NC
11/14/2024 - Present
LPL Enterprise, LLC (CHARLOTTE NC)
NC
04/29/2014 - 08/28/2017
ALLSTATE FINANCIAL SERVICES, LLC (CARY NC)
NC
06/28/2002 - 02/07/2003
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
MN
01/24/1989 - 07/25/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/24/1989 - 07/25/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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