Denise Medaglia, financial advisor Oxford MA

Denise Medaglia

CRD Number: 6311430
Current Firm: Primerica Advisors

Denise Medaglia (CRD# 6311430) is an Investment Advisor Representative working at Primerica Advisors in Oxford, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Event Temps Cambridge, MA Oct 2016 - Current 7
Pfs Investments Inc. Columbia, SC Apr 2014 - Current 9
Primerica Financial Services Columbia, SC Dec 2013 - Current 10
Usps Spencer, MA Feb 2016 - Oct 2016 < 1
Blackstone Valley Regional Vocational Technical High School Upton, MA Mar 2009 - Aug 2016 7
Integral Resources Inc. Worcester, MA Feb 2016 - May 2016 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
S63 Uniform Securities State Law Examination Jun 2014
Contact Info for Denise Medaglia
Phone Number: 833-786-0550
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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