George C. Calvert

CALVERT PLANNING

Troy, MI 48098

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CRD#: 1749639

Professional summary

George Christopher Calvert, CFP® is a registered financial advisor currently at CALVERT PLANNING CORPORATION located in Troy, Michigan.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. George has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

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.

WINDY ACQUISTION, LLC (DBA GAGE FOODS): THE REGISTRANT IS A NON-VOTING MEMBER OF THE BOARD. THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR BUT MAY INVOLVE 5-10 HOURS PER WEEK, MAINLY DURING NON-MARKET HOURS. THE REGISTRANT HAS BEEN INVOLVED WITH THIS ENTITY SINCE 2006.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Christopher Calvert'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®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

August 25, 2010 - Present

CALVERT PLANNING CORPORATION

Office #1: 2950 W. Square Lake Road Suite 110, Troy, MI 48098

RIA

CRD#: 124524

Troy, MI

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/25/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CALVERT PLANNING CORPORATION

CRD#: 124524 / SEC#:

Michigan

Registered Investment Advisory firm - (5/21/1998 Approved)

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Contact information

Main Address

2950 W. Square Lake Road Suite 110, Troy, MI 48098

Mailing Address

Phone number

(248) 723-3322

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 16,998,000

Red Flags

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