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Donald Calvert

Raymond James Financial Services Advisors, INC
27 Years of Experience
Cheyenne, WY
2 DisclosuresBroker
View SEC Summary
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Donald Calvert is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cheyenne, WY, with 27 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Cheyenne, WY

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Denied
Customer Dispute
September 2001
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Donald is a consultant for Comea Homeless Shelter, spending minimal time on long-term planning. He also owns rental property and serves as a board member for the Cheyenne Depot Museum, dedicating minimal time to each activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2026 - Present · 4 mos
Raymond James Financial Services Advisors, INC
June 2026 - Present · 4 mos
Previous Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - June 2026 · 4 mos
U.S. Bancorp Advisors, LLC
February 2026 - June 2026 · 4 mos
U.S. Bancorp Investments, INC.Broker
September 2020 - February 2026 · 5 yrs 5 mos
U.S. Bancorp Investments, INC.
September 2020 - February 2026 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLC
January 2011 - September 2020 · 9 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - September 2020 · 9 yrs 8 mos
Wells Fargo Investments, LLC
December 2010 - January 2011 · 1 mo
Wells Fargo Investments, LLCBroker
December 2010 - January 2011 · 1 mo
Suntrust Investment Services, INC.
May 2009 - December 2010 · 1 yr 7 mos
Suntrust Investment Services, INC.Broker
May 2009 - December 2010 · 1 yr 7 mos
Banc of America Investment Services, INC.
February 2004 - February 2009 · 5 yrs
Banc of America Investment Services, INC.Broker
January 2004 - February 2009 · 5 yrs 1 mo
UBS Financial Services INC.
November 1998 - February 2004 · 5 yrs 3 mos
UBS Financial Services INC.Broker
November 1998 - February 2004 · 5 yrs 3 mos
State Registrations24 states
AKAZCACOFLGAHIIDILKSMDMTNENHNVNYOHSDTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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