Agnes Medina, financial advisor Greenwood Village CO

Agnes Medina

CRD Number: 4270422
Current Firm: Transamerica Financial Advisors, Inc.

Agnes Medina (CRD# 4270422) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Greenwood Village, CO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
College Loan Freedom Henderson, NV Aug 2019 - Current 1
Acm Business Solutions Inc. Arvada, CO Jul 2019 - Current 1
Net Law Inc. Louisville, KY Feb 2019 - Current 1
Colorado Realty Pros LLC Denver, CO Feb 2019 - Current 1
Roper Insurance Englewood, CO Nov 2017 - Current 3
Colonial Life Centennial, CO Nov 2017 - Current 3
Tidalwave Products Arvada, CO Jan 2017 - Current 4
Applegate Consulting LLC Denver, CO Dec 2016 - Current 4
Transamerica Financial Advisors, Inc. Centennial, CO Jan 2012 - Current 9
Wave Financial Partners Aurora, CO Jun 2011 - Current 9
World Financial Group Centennial, CO Jun 2001 - Current 19
Diverse Financial, Ltd. Arvada, CO Jan 1983 - Jul 2019 36
Your Castle Real Estate Denver, CO Apr 2016 - Feb 2019 2
Debtmerica Relief Santa Ana, CA Sep 2011 - Jul 2016 4
Rotary Club Of Denver West Arvada, CO Jun 2013 - Oct 2015 2
Robert Half International/accountemps Englewood, CO Jul 2010 - Oct 2015 5
Intuit Englewood, CO Nov 2011 - Jan 2012 < 1
Investment Advisors International, Inc. Centennial, CO Feb 2007 - Jan 2012 4
World Group Securities, Inc. Centennial, CO Apr 2002 - Jan 2012 9
Walker Dilworth LLC Denver, CO Aug 2009 - May 2011 1
Buehler Insurance Agency, Inc. Golden, CO Jun 2009 - May 2011 1
City 1st Mortgage Services Bountiful, UT Sep 2008 - May 2011 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Jan 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Agnes C. Medina
Phone Number: 727-299-1800
Registered State(s):
  • CO
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,298
    MILLIONS
  • Total Number of Accounts
    54,800
    ACCOUNTS
  • Average Account Value
    $23,680
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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