Unclaimed Profile

William Dirk Calvin

SAGE INVESTMENT COUNSEL LLC·FRANKLIN, Tennessee

Series 7, Series 63, Series 65Clean record22 years registeredSAGE INVESTMENT COUNSEL LLC

142 5TH AVENUE NORTH, FRANKLIN, TN 37064CRD# 1281417Firm CRD# 116907

Profile Verification

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

Identity

William Dirk Calvin · FRANKLIN, TN

Registration

CRD #1281417 · SAGE INVESTMENT COUNSEL LLC · 22 years registered

Brand Profile

Not yet started

Career History

SAGE INVESTMENT COUNSEL

Feb 2010 – present

MABRY-CALVIN, LLC

Jun 2004 – Dec 2009

FRANKLIN, TN

WILEY BROS.-AINTREE CAPITAL, LLC

Jan 2004 – Aug 2011

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 26, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGE INVESTMENT COUNSEL LLC

CRD 116907 · SEC 801-121406

AUM

$130M

Regulatory assets under management

Employees

192 client accounts

Services offered by SAGE INVESTMENT COUNSEL LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SAGE INVESTMENT COUNSEL LLC →

Introduction

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Frequently Asked Questions

What services does William Dirk Calvin offer?

William Dirk Calvin specializes in Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.

What are William Dirk Calvin's credentials?

William Dirk Calvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Dirk Calvin located?

William Dirk Calvin is based in FRANKLIN, Tennessee, working with SAGE INVESTMENT COUNSEL LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

How does William Dirk Calvin charge for services?

William Dirk Calvin's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAGE INVESTMENT COUNSEL LLC?

SAGE INVESTMENT COUNSEL LLC has approximately 4 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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