Jim Lance Calaway
Investment adviser representative at Roberts, Glore & Co.
33 yearsExperience
13 statesRegistered in
$938.4MFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Roberts, Glore & Co.Oct 1993 to now
- La Salle ST. Securities, Inc.Oct 1993 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, DC, FL, IL, MA, ME, NE, NH, NJ, VA, WA, WI).
Roberts, Glore & Co.
$938.4MAssets managed
397Clients
5Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2453853
- Firm CRD
- 109792