Unclaimed Profile

Jim Lance Calaway

ROBERTS, GLORE & CO.·DEERFIELD, Illinois

SIE, Series 4, Series 7, Series 24, Series 53, Series 63, Series 65Clean record28 years registeredROBERTS, GLORE & CO.

707 LAKE COOK ROAD, DEERFIELD, IL 60015CRD# 2453853Firm CRD# 109792

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jim Lance Calaway · DEERFIELD, IL

Registration

CRD #2453853 · ROBERTS, GLORE & CO. · 28 years registered

Brand Profile

Not yet started

Career History

ROBERTS, GLORE & CO.

Dec 1997 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · December 20, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROBERTS, GLORE & CO.

CRD 109792 · SEC 801-20667

AUM

$790M

Regulatory assets under management

Employees

1,117 client accounts

Services offered by ROBERTS, GLORE & CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROBERTS, GLORE & CO. →

Introduction

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Frequently Asked Questions

What services does Jim Lance Calaway offer?

Jim Lance Calaway specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEERFIELD, Illinois for a consultation.

What are Jim Lance Calaway's credentials?

Jim Lance Calaway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jim Lance Calaway located?

Jim Lance Calaway is based in DEERFIELD, Illinois, working with ROBERTS, GLORE & CO.. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.

How does Jim Lance Calaway charge for services?

Jim Lance Calaway's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROBERTS, GLORE & CO.?

ROBERTS, GLORE & CO. has approximately 7 employees and manages $790M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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