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Broadus William Cleveland

CALVARY WEALTH, LLC·AUGUSTA, Georgia
Clean recordCALVARY WEALTH, LLC
3740 EXECUTIVE CENTER DRIVE, AUGUSTA, GA 30907CRD# 4807476Firm CRD# 131478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Broadus William Cleveland · AUGUSTA, GA
Registration
CRD #4807476 · CALVARY WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Broadus William Cleveland is a registered financial advisor based in AUGUSTA, Georgia, affiliated with CALVARY WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CALVARY WEALTH, LLC
CALVARY WEALTH, LLC
AUM
$138M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CALVARY WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4807476
Firm CRD# 131478
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Broadus William Cleveland offer?
Broadus William Cleveland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUGUSTA, Georgia for a consultation.
What are Broadus William Cleveland's credentials?
Broadus William Cleveland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Broadus William Cleveland located?
Broadus William Cleveland is based in AUGUSTA, Georgia, working with CALVARY WEALTH, LLC. Their office serves clients in the AUGUSTA metropolitan area and surrounding communities.
How does Broadus William Cleveland charge for services?
Broadus William Cleveland's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALVARY WEALTH, LLC?
CALVARY WEALTH, LLC has approximately 2 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
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Research
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