Lena Kaloostian, financial advisor Ontario CA
90 score

Lena Kaloostian

CRD 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.

Similar Advisors
Scott Rojas, financial advisor Ontario CA
Scott A. Rojas
CRD# 2375298
Eclectic Associates, Inc.
Similar Advisors
Carol Somoano, financial advisor Ontario CA
Carol Somoano
CRD# 4972541
Asset Planning, Inc.
Similar Advisors
Brian Carruthers, financial advisor Ontario CA
Brian R. Carruthers
CRD# 1327519
Brian Carruthers & Associates
Company Name Location Dates Years
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
Contact Info for Lena L. Kaloostian
Phone Number: 805-963-0500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.