West Covina, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,449,925,111
ClientsTotal clients
5,056
AdvisorsAdvisors at this office
2
Of 133 advisors across 86 offices
Location
100 N Citrus Street, Suite 510
West Covina CA 91791
Advisors at this office
2
Advisors at this office
Raafat I
Series 63, Series 65
West Covina, CA
Calton & Associates, Inc.
Raafat Iskander is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Calton & Associates since 2015. Outside of his advisory role, he owns Alexander Wealth Management, LLC, which provides tax filing services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm’s investment recommendations are tailored to client goals and risk tolerance, utilizing multiple program structures and a range of analytic approaches.
Youstina I
Series 66
West Covina, CA
Calton & Associates, Inc.
Youstina Iskander is a financial advisor at Calton & Associates, Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at Calton & Associates since 2016, as well as Alexander Wealth Management since 2015. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs, operating with both advisory and broker-dealer capabilities.
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