Andres Medina, financial advisor Dallas TX
90 score

Andres Medina

CRD Number: 6161375
Current Firm: Creative Planning

Andres Medina (CRD# 6161375) is an Investment Advisor Representative working at Creative Planning in Dallas, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Creative Planning Dallas, TX Sep 2014 - Current 2
Tdameritrade, Inc. Dallas, TX Mar 2014 - Aug 2014 < 1
Fidelity Investments Westlake, TX Jan 2013 - Mar 2014 1
Texas Tech University Lubbock, TX Jul 2011 - Dec 2012 1
Tom & Jerry's Bar And Grill S. Padre Island, TX May 2011 - Jul 2011 < 1
Texas Tech University Lubbock, TX Jan 2011 - May 2011 < 1
St. Edwards University Austin, TX Jan 2009 - Dec 2010 1
Joe Brand Of Mcallen Mcallen, TX Dec 2008 - Dec 2008 < 1
St. Edwards University Austin, TX Jul 2008 - Dec 2008 < 1
Joe Brand Of Mcallen Mcallen, TX Jun 2008 - Jul 2008 < 1
St. Edwards University Austin, TX Jul 2007 - Jun 2008 < 1
Joe Brand Of Mcallen Mcallen, TX May 2007 - Jul 2007 < 1
St. Edward's University Austin, TX May 2006 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Andres E. Medina
Phone Number: 913-338-2727
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    18,577
    MILLIONS
  • Total Number of Accounts
    53,389
    ACCOUNTS
  • Average Account Value
    $347,963
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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