Calvin
Egan
Commonwealth Financial Network
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About this Advisor
Calvin Egan is a financial advisor based in Lynchburg, Virginia, working with Commonwealth Financial Network. Calvin has previously held positions at 7 Grains Planning & Investments, Commonwealth Financial Network, Edward Jones Investments, Ronald Blue Trust, Highland Financial Advisors, Grasshopper Irish Pub & Grill, and Student. Calvin is registered to provide services in Virginia. Currently, Calvin is part of Commonwealth Financial Network, which operates out of Lynchburg, Virginia. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Calvin Egan Work History
7 Grains Planning & Investments
Commonwealth Financial Network
7 Grains Planning & Investments
Commonwealth Financial Network
Ronald Blue Trust
Edward Jones Investments
Highland Financial Advisors
Grasshopper Irish Pub & Grill
Student
Disclosures
Please visit the SEC profile of Calvin Egan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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