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William Dirk Calvin

Sage Investment Counsel

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About William Dirk Calvin

William Calvin is a registered investment advisor representative with Sage Investment Counsel. William has been in the industry since 1989 and has experience in both investment advisory and brokerage services. William holds a Series 63 and a Series 65 license as well as a Series 7 license. The advisor has been with Sage Investment Counsel since 2010. In addition to his work with Sage Investment Counsel, William is also a co-owner of MABRY-CALVIN, LLC, which provides investment consulting, RIA, and performance measurement services.

Firm Information

William Calvin is currently registered with Sage Investment Counsel. Sage Investment Counsel is an investment advisor located in FRANKLIN, TN. The firm has 1 licensed agent and 4 investment adviser representatives, with approximately $129,657,303 in regulatory assets under management. They provide portfolio management for individuals, pension consulting, and selection of other advisers. Their client base includes high-net-worth individuals and individuals other than high-net-worth.
Sage Investment Counsel

142 5TH AVENUE NORTH

FRANKLIN, TN 37064

$129.66M

Assets Under Management

1

Total Clients

4

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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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 individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio monitoring & reporting services

Portfolio monitoring & reporting services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Calvin’s Registration & Firm History

TN

02/08/2010 - Present

Sage Investment Counsel (FRANKLIN TN)

TN

07/19/1990 - 08/02/2011

WILEY BROS.-AINTREE CAPITAL, LLC (FRANKLIN TN)

GA

03/23/1989 - 08/08/1990

FSC SECURITIES CORPORATION (ATLANTA GA)

NY

07/26/1984 - 04/04/1989

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 10/29/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Dirk Calvin.
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