Wade Calvert

Finance

Consumer Services

Profile

Lynn Richard Calvert worked as a Director at American Financial Network Advisory Services LLC.
He then worked as a Wealth Advisor & Partner at Morton Capital Management LLC from 2017 to 2022.
Calvert received an undergraduate degree from California State University-Northridge.

Former positions of Wade Calvert

Companies	Position	End
Morton Capital Management LLC Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.	Portfolio Manager-Equities	2022-09-29
American Financial Network Advisory Services LLC American Financial Network Advisory Services LLC Investment ManagersFinance American Financial Network Advisory Services LLC (AFNAS) is a wealth management firm headquartered in Calabasas, California. The firm was founded by Brett S. Ellen in 2012 and is a subsidiary of American Financial Network LLC. AAAFNAS provides investment advisory services to businesses, their owners and executives as well as a select group of high net worth individuals throughout the US.	Corporate Officer/Principal	-

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Training of Wade Calvert

California State University-Northridge

Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	2
Morton Capital Management LLC Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.	Finance
American Financial Network Advisory Services LLC American Financial Network Advisory Services LLC Investment ManagersFinance American Financial Network Advisory Services LLC (AFNAS) is a wealth management firm headquartered in Calabasas, California. The firm was founded by Brett S. Ellen in 2012 and is a subsidiary of American Financial Network LLC. AAAFNAS provides investment advisory services to businesses, their owners and executives as well as a select group of high net worth individuals throughout the US.	Finance