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George Alfred Calvo

Bourne Partners Securities, LLC

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About George Alfred Calvo

George Alfred Calvo is a securities professional with over 30 years of experience in the financial services industry. George has held various roles at leading financial institutions, including Bourne Partners Securities, LLC, Palmetto Advisory Group, LLC, and Elevation, LLC. Currently, George is a Registered Representative with Bourne Partners Securities, LLC, located in Charlotte, NC. George is committed to providing clients with personalized financial guidance and investment strategies tailored to their individual needs.

Firm Information

George Calvo is currently registered with Bourne Partners Securities, LLC. Bourne Partners Securities, LLC is a Limited Liability Company formed in California on October 28, 2003. The firm is registered with the Securities and Exchange Commission and holds state registrations in California and North Carolina.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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George Calvo’s Registration & Firm History

NC

09/08/2016 - Present

Bourne Partners Securities, LLC (CHARLOTTE NC)

NC

12/21/2009 - 01/07/2019

ELEVATION, LLC (CHARLOTTE NC)

NC

07/18/2014 - 08/17/2016

BOURNE PARTNERS SECURITIES, LLC (CHARLOTTE NC)

NC

12/13/2012 - 09/30/2013

OPTSECURITIES, LLC (CHARLOTTE NC)

NC

08/23/2005 - 08/21/2009

BLACKBIRD NORTH AMERICA (CHARLOTTE NC)

NC

10/14/1988 - 04/24/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

NA

04/07/1986 - 10/14/1988

JOHNSON, LANE, SPACE, SMITH & CO., INC.

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Licenses & Designations

BC

Issued 03/21/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2005

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/01/1987

Series 24 - General Securities Principal Examination

BC

Issued 09/11/1986

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Alfred Calvo.
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