Richard Medina (CRD# 6740548) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seal Beach, CA and has over 7 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Seal Beach, CA | Apr 2021 - Current | 3 |
| Charles Schwab Bank, Ssb | Seal Beach, CA | Apr 2021 - Current | 3 |
| Jp Morgan Securities LLC | Manhattan Beach, CA | Dec 2016 - Jan 2021 | 4 |
| Jp Morgan Chase Bank | Manhattan Beach, CA | Dec 2016 - Jan 2021 | 4 |
| Onewest Bank | Lomita, CA | Apr 2016 - Dec 2016 | < 1 |
| Opus Bank | West Los Angeles, CA | Aug 2015 - Apr 2016 | < 1 |
| Onewest Bank | Redondo Beach, CA | Mar 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2017 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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