Isioma Medua, financial advisor Austin TX

Isioma Medua

CRD Number: 7123189
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Isioma Medua (CRD# 7123189) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Austin, TX Jul 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX May 2019 - Current 3
Unemployed Round Rock, TX Jan 2019 - Apr 2019 < 1
Access Bank Plc Lagos, Nov 2017 - Dec 2018 1
Diamond Bank Plc Lagos, Sep 2011 - Oct 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Isioma Medua
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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