Youstina Iskander

Employer firm

Calton & Associates, Inc. CRD 20999

$1.58B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → Present
  Alexander Wealth Management
  West Covina, CA
• 05/2016 → Present
  Calton & Associates
  West Covina, CA

Other Businesses

Alexander Wealth Management, LLC; Investment related; 100 N Citrus St, Ste 510, West Covina, CA 9179; Nature: Investments; Position/Title/Relationship: Employee; Start Date: 11/29/2017; Hours/month: 100; Hours/month during securities trading hours: 100; Investments for retirement and estate planning.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-29