Luis Medina, financial advisor Coral Gables FL

Luis Medina

CRD Number: 7332592
Current Firm: Lmpg Wealth Advisors, LLC

Luis Medina (CRD# 7332592) is an Investment Advisor Representative working at Lmpg Wealth Advisors, LLC in Coral Gables, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Integral Wealth Securities LLC Miami, FL Mar 2024 - Current < 1
Lmpg Wealth Advisors, LLC Coral Gables, FL Oct 2023 - Current < 1
Helix Capital Group, LLC Coral Gables, FL Feb 2013 - Current 11
Cmg Capital Management Group Malvern, PA Nov 2020 - Oct 2023 2
Cn Quebec, Jun 2018 - Oct 2020 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2021
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Luis D. Medina
Phone Number: 610-202-9897
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    107
    MILLIONS
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $1,125,681
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, PA

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