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Colin Clifton Calvert

DESIGNER TECHNOLOGIES, INC.·MEXIA, Texas
Unclaimed Profile
158 PRIVATE ROAD 5489, MEXIA, TX 76667CRD# 7924766Firm CRD# 281879
01

About

Colin Clifton Calvert is a registered financial advisor based in MEXIA, Texas, affiliated with DESIGNER TECHNOLOGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DESIGNER TECHNOLOGIES, INC.
TRADEWAY
AUM
$68M
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at DESIGNER TECHNOLOGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 7924766
Firm CRD# 281879
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Colin Clifton Calvert offer?
Colin Clifton Calvert specializes in Financial Planning, Investment Management. Contact their office in MEXIA, Texas for a consultation.
What are Colin Clifton Calvert's credentials?
Colin Clifton Calvert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colin Clifton Calvert located?
Colin Clifton Calvert is based in MEXIA, Texas, working with DESIGNER TECHNOLOGIES, INC.. Their office serves clients in the MEXIA metropolitan area and surrounding communities.
How does Colin Clifton Calvert charge for services?
Colin Clifton Calvert's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DESIGNER TECHNOLOGIES, INC.?
DESIGNER TECHNOLOGIES, INC. has approximately 43 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MEXIA
David Parker Mitchell — DESIGNER TECHNOLOGIES, INC.Charlotte Kay Mitchell — DESIGNER TECHNOLOGIES, INC.Kathryn Virginia Huber — DESIGNER TECHNOLOGIES, INC.David Vincent Huber — DESIGNER TECHNOLOGIES, INC.Diana Stuckey Blood — DESIGNER TECHNOLOGIES, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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