Lena KaloostianCRD Number: 5391090
Current Firm: Trinity Capital Management, LLC
Lena Kaloostian (CRD# 5391090) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 5 years of experience in the finance industry.
Eclectic Associates, Inc.
Asset Planning, Inc.
Brian Carruthers & Associates
|Trinity Capital Management, LLC||Ontario, CA||Sep 2013 - Current||4|
|Trinity Financial Partners||Ontario, CA||Mar 2011 - Sep 2013||2|
|Newcastle Financial Advisors||Brea, CA||Jan 2011 - Mar 2011||< 1|
|Trinity Financial Partners||Ontario, CA||Jul 2007 - Jan 2011||3|
|Scrma||Upland, CA||Apr 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management196MILLIONS
Total Number of Accounts601ACCOUNTS
Average Account Value$326,064
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, ID, LA, TX, WA