Unclaimed Profile

Curtis Neil Calvert

LOCKTON INVESTMENT ADVISORS, LLC·KANSAS CITY, Missouri

Clean recordLOCKTON INVESTMENT ADVISORS, LLC

444 W 47TH STREET, KANSAS CITY, MO 64112CRD# 2415786Firm CRD# 144133

Profile Verification

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

Identity

Curtis Neil Calvert · KANSAS CITY, MO

Registration

CRD #2415786 · LOCKTON INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Curtis Neil Calvert is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with LOCKTON INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

LOCKTON INVESTMENT ADVISORS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Other

Background

Compensation

Other: REFERRAL FEE

Regulatory

SEC/IARD CRD# 2415786

Firm CRD# 144133

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Frequently Asked Questions

What services does Curtis Neil Calvert offer?

Curtis Neil Calvert is a registered financial advisor in KANSAS CITY, Missouri. Contact their office for details on services offered.

What are Curtis Neil Calvert's credentials?

Curtis Neil Calvert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Curtis Neil Calvert located?

Curtis Neil Calvert is based in KANSAS CITY, Missouri, working with LOCKTON INVESTMENT ADVISORS, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Curtis Neil Calvert charge for services?

Curtis Neil Calvert's firm is compensated through other: referral fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOCKTON INVESTMENT ADVISORS, LLC?

LOCKTON INVESTMENT ADVISORS, LLC has approximately 27 employees. The firm is registered with the SEC as an investment adviser.

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