Curtis
Calvert
Lockton Investment Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Curtis Calvert is a financial advisor who works in Kansas City, Missouri with a total of 1 year of industry experience. Calvert is an employee of Lockton Investment Advisors, LLC. The advisor has gained experience at Vsr Financial Services, Inc, Waddell & Reed, Inc, D'S Hair, Etc, Ivy Distributors, Inc, Westcap Markets, LLC, Patten Training & Review, Lockton Investment Advisors, Jsl Securities, Inc, Redbridge Global Markets, LLC and Lockton Investment Services LLC. Calvert is approved to serve investors in Kansas and Missouri. Lockton Investment Advisors, LLC is an advisory firm that has its headquarters in Kansas City, MO. Lockton Investment Advisors, Llc offers other services. Fees for financial advice largely depend on which service is offered. Fee types billed by Lockton Investment Advisors, LLC typically consist of other fees.
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lockton Investment Advisors, LLC Brokerage Details
27
Investment Advisory Services
- Other
Curtis Calvert Work History
Curtis has been registered as a financial advisor for 1 years.*
Westcap Markets, LLC
Patten Training & Review
Lockton Investment Advisors
Redbridge Global Markets, LLC
Lockton Investment Services LLC
Jsl Securities, Inc
Ivy Distributors, Inc
Waddell & Reed, Inc
Vsr Financial Services, Inc
D'S Hair, Etc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Curtis Calvert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lockton Investment Advisors, LLC
Kansas City, MO
Kansas City, MO
La Jolla, CA
Dallas, TX
Dallas, TX
Los Angeles, CA
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
