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GC

George A. Calvo

PALMETTO ADVISORY GROUP
Charleston, SC 29403
Some features on this profile are disabled
CRD#: 1379026
GC

Professional summary

George Alfred Calvo is a registered financial professional currently at PALMETTO ADVISORY GROUP, LLC located in Charleston, South Carolina and BOURNE PARTNERS SECURITIES, LLC located in Charlotte, North Carolina.

George is registered as a RR (Registered Representative) and started their career in finance in 1986. George has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 27, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view George Alfred Calvo's CRS (Customer Relationship Summary).

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

Current

November 28, 2011 - Present

PALMETTO ADVISORY GROUP, LLC

Office #1: 460 King Street Ste 200 #1021, Charleston, SC 29403
BD
CRD#: 150270
Charleston, SC
Current

September 8, 2016 - Present

BOURNE PARTNERS SECURITIES, LLC

Office #1: 550 South Caldwell Street Suite 900, Charlotte, NC 28202
BD
CRD#: 131107
CHARLOTTE, NC
Past

July 18, 2014 - August 17, 2016

BOURNE PARTNERS SECURITIES, LLC

BD
CRD#: 131107
CHARLOTTE, NC
Past

December 13, 2012 - September 30, 2013

OPTSECURITIES, LLC

BD
CRD#: 47529
CHARLOTTE, NC
Past

December 21, 2009 - January 7, 2019

ELEVATION, LLC

BD
CRD#: 140341
CHARLOTTE, NC
Past

August 23, 2005 - August 21, 2009

BLACKBIRD NORTH AMERICA

BD
CRD#: 104176
CHARLOTTE, NC
Past

October 14, 1988 - April 24, 2002

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

April 7, 1986 - October 14, 1988

JOHNSON, LANE, SPACE, SMITH & CO., INC.

BD
CRD#: 472

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
RR
Series 63
Date: 3/21/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/18/1986
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/22/2005
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/1/1987
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/11/1986
Registered Options Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BP
BOURNE PARTNERS SECURITIES, LLC
ABUNDANT POWER SECURITIES, LLC | TCP, LLC | BOURNE PARTNERS SECURITIES, LLC

CRD#: 131107 / SEC#: , 8-66421

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
PREMIUM
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Contact information

Main Address
550 South Caldwell Street Suite 900, Charlotte, NC 28202
Mailing Address
550 South Caldwell Street Suite 900, Charlotte, NC 28202
Phone number
(704) 552-8407
Established
North Carolina since 10/28/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BOURNE PARTNERS HOLDINGS, LLCMANAGING MEMBER
CALVO, GEORGE ALFREDCFO/FIN OP1379026
INKLEBARGER, CHRISTOPHER RANDALLCCO/AMLCO6235769
JOHNSON, JEREMY CHARLESCHIEF EXECUTIVE OFFICER6303300

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

BOURNE PARTNERS SECURITIES, LLC

CRD#: 131107Charleston, SC 29403

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