Lauren Trumbull (CRD# 7817249) is an Investment Advisor Representative working at Krane Financial Solutions in Calabasas, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Krane Financial Solutions | Calabasas, CA | Jan 2023 - Current | 1 |
| Howa, Curtis Dmd | Salt Lake City, UT | Jun 2021 - Jan 2023 | 1 |
| Uttec - University Of Utah | Salt Lake City, UT | Jun 2021 - Oct 2022 | 1 |
| Red Bull North America | Salt Lake City, UT | Apr 2019 - Nov 2021 | 2 |
| Unemployed | Salt Lake City, UT | Aug 2018 - Apr 2019 | < 1 |
| Hood River Dental | Hood River, OR | Jun 2016 - Aug 2018 | 2 |
| Hood River Valley High School | Hood River, OR | Sep 2014 - Jun 2018 | 3 |
| Unemployed | Hood River, OR | Jan 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CA
-
Total Assets Under Management221MILLIONS
-
Total Number of Accounts517ACCOUNTS
-
Average Account Value$426,702
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, IL, LA, NY, TX
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