Christopher Calagna, financial advisor Irvine CA
93 score

Christopher Calagna

CRD Number: 5590245
Current Firm: Unionbanc Investment Services, LLC

Christopher Calagna (CRD# 5590245) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Irvine, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Newport Beach, CA Sep 2008 - Current 8
Union Bank Of California Newport Beach, CA Aug 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Christopher J. Calagna
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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