Agnes MedinaCRD 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.
Voya Financial Advisors, Inc.
Thrivent Advisor Network, LLC
|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|
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
Total Assets Under Management1,298MILLIONS
Total Number of Accounts54,800ACCOUNTS
Average Account Value$23,680
- A percentage of assets under your management
- 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
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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