Calvin William Egan
Investment adviser representative at Commonwealth Financial Network
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$212.7BFirm assets
Are you Calvin William Egan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Commonwealth Financial NetworkJun 2021 to now
- 7 Grains Planning & InvestmentsJun 2021 to now
- Ronald Blue TrustMar 2020 to May 2020
- Edward Jones InvestmentsSep 2019 to Jun 2021
- Highland Financial AdvisorsMay 2019 to Aug 2019
- Grasshopper Irish Pub & GrillJul 2015 to Aug 2017
- StudentJun 2013 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 7173549
- Firm CRD
- 8032