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John Francis Calvano

Trust Advisory Group Ltd.

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About John Francis Calvano

John Francis Calvano is a registered representative with Trust Advisory Group Ltd. and Stonex Advisors Inc. John has been in the industry since June 1991 and is licensed to sell securities in Alabama and Ohio. John is also a registered investment advisor in Ohio.

Firm Information

John Calvano is currently registered with Trust Advisory Group Ltd.. Trust Advisory Group Ltd. is an investment advisor located in BIRMINGHAM, AL. The firm has 43 investment advisor representatives and manages $560,370,155 in regulatory assets under management. Trust Advisory Group Ltd. primarily provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
Trust Advisory Group Ltd.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$560.37M

Assets Under Management

11

Total Clients

36

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Calvano’s Registration & Firm History

AL

12/17/2024 - Present

Trust Advisory Group Ltd. (BIRMINGHAM AL)

AL

07/03/2017 - 10/27/2017

INTL FCSTONE FINANCIAL INC. (BIRMINGHAM AL)

AL

09/25/2007 - 07/03/2017

STERNE, AGEE & LEACH, INC. (Birmingham AL)

AL

10/21/2008 - 11/13/2008

STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

AL

06/25/2001 - 02/23/2006

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

ME

11/21/1997 - 09/09/1999

PERFORMANCE FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

ME

03/01/1995 - 09/09/1999

BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)

CA

01/01/1993 - 09/12/1994

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

CA

08/20/1987 - 12/21/1992

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

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Licenses & Designations

BC

Issued 05/25/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/1989

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Francis Calvano.
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