William Calvin

from Sage Investment Counsel
SEC regulated
Regulated Investment Advisor
William Calvin is a financial advisor based in Tennessee, Franklin, with 40 years of experience. William currently works for Sage Investment Counsel. William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Calvin works at Sage Investment Counsel
Sage Investment Counsel is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $121,221,050 of assets under management and employs about 4 people. Sage Investment Counsel uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
12 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
142 5th Avenue North, Suite A, Franklin, Tennessee, 37064

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