Curtis
Calvert

Lockton Investment Advisors, LLC

CRD#2415786
Investment Advisor
in Kansas City, MO

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About this Advisor

Curtis Calvert is a financial advisor based in Kansas City, Missouri, working with Lockton Investment Advisors, LLC. Curtis has previously held positions at Waddell & Reed, Inc, D'S Hair, Etc, Ivy Distributors, Inc, Westcap Markets, LLC, Patten Training & Review, Lockton Investment Advisors, Redbridge Global Markets, LLC, Jsl Securities, Inc, Tcm Bd, LLC, Park Place Capital Securities Corp, and Lockton Investment Services LLC. Curtis is registered to provide services in Kansas and Missouri. Currently, Curtis is part of Lockton Investment Advisors, LLC, which operates out of Kansas City, Missouri. The firm has 29 employees and offers other services. The fee structure at Lockton Investment Advisors, LLC includes other fees.

Services Offered

Other

Fee Structure

Others

Office Location

444 W 47Th Street Suite 900
Kansas City, MO 64112

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Lockton Investment Advisors, LLC Brokerage Details

Total Number of Employees

29

MO Average: 458

Investment Advisory Services

  • Other

Curtis Calvert Work History

2023 - Present (2 years)

Park Place Capital Securities Corp

2022 - Present (3 years)

Westcap Markets, LLC

2022 - Present (3 years)

Patten Training & Review

2022 - Present (3 years)

Lockton Investment Advisors

2022 - Present (3 years)

Redbridge Global Markets, LLC

2022 - Present (3 years)

Lockton Investment Services LLC

2023 - 2023 (< 1 year)

Tcm Bd, LLC

2022 - 2022 (< 1 year)

Jsl Securities, Inc

2016 - 2021 (5 years)

Ivy Distributors, Inc

2013 - 2021 (8 years)

Waddell & Reed, Inc

1996 - 2014 (18 years)

D'S Hair, Etc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Curtis Calvert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lockton Investment Advisors, LLC

Michael Pierce
Kansas City, MO
Keith Mulvihill
Washington, DC
Michael Monahan
Minneapolis, MN
Kril Cunningham
Dallas, TX
Matthew Filing
Kansas City, MO
Robert Lindquist
Kansas City, MO
Jeffrey Wallace
La Jolla, CA
Christian Moreno
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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