Lena Kaloostian (CRD# 5391090) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 11 years of experience in the finance industry.
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 1527744
Transamerica Financial Advisors, Inc.
CRD# 1014208
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Capital Management, LLC | Ontario, CA | Sep 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- CA
-
Total Assets Under Management414MILLIONS
-
Total Number of Accounts923ACCOUNTS
-
Average Account Value$448,253
- 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
AZ, CA, CO, ID, LA, MI, TX, WA
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