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Calvin E. Cheney

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CRD#: 1139652
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Calvin Eugene Cheney, who also goes by Cal Cheney, was a registered financial advisor .

Calvin is a previously registered financial advisor and started their career in finance in 1983. Calvin had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cal Cheney

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 8, 2002 - December 31, 2004

JOHNSTON INVESTMENT COUNSEL, LTD.

RIA
CRD#: 109726
PEORIA, IL
Past

October 6, 2000 - January 18, 2002

INSIGHT SECURITIES, INC.

BD
CRD#: 5611
HIGHLAND PARK, IL
Past

January 22, 1998 - September 29, 2000

CAPSTONE INVESTMENTS

BD
CRD#: 41400
SAN DIEGO, CA
Past

March 5, 1997 - September 2, 1997

GLOBAL TRANSITION SOLUTIONS, INC.

BD
CRD#: 21622
PEORIA, IL
Past

January 9, 1995 - December 31, 1997

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

March 1, 1993 - August 29, 1995

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
LA JOLLA, CA
Past

June 22, 1983 - March 10, 1993

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/30/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


JI
JOHNSTON INVESTMENT COUNSEL, LTD.
JOHNSTON INVESTMENT COUNSEL, LTD.

CRD#: 109726 / SEC#:

Illinois
Registered Investment Advisory firm - (3/21/1997 Approved)
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Contact information


Main Address
2714 N. Knoxville, Peoria, IL 61604
Mailing Address
Phone number
(309) 674-3330
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts264
AUM (Assets Under Management)$ 95,495,667

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JOHNSTON INVESTMENT COUNSEL, LTD.

CRD#: 109726

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