Karyn Beltran-Medina (CRD# 2896154) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Bakersfield, CA and has over 26 years of experience in the finance industry.
CRD# 4291736
Lpl Financial LLC
CRD# 6682449
J.p. Morgan Securities LLC
CRD# 1960365
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Bakersfield, CA | Aug 2023 - Current | < 1 |
| Lpl Financial LLC | Tehachapi, CA | Jul 2023 - Aug 2023 | < 1 |
| Bancwest Investment Services, Inc. | Bakersfield, CA | May 2017 - Aug 2023 | 6 |
| Bank Of The West | Bakersfield, CA | May 2017 - Aug 2023 | 6 |
| Lpl Financial, LLC | Bakersfield, CA | Aug 2016 - May 2017 | < 1 |
| Alatone Credit Union | Bakersfield, CA | Aug 2016 - May 2017 | < 1 |
| Unemployed | Bakersfield, CA | Feb 2016 - Aug 2016 | < 1 |
| Unemployed | Bakersfield, CA | Feb 2016 - Aug 2016 | < 1 |
| Uboc Investment Services, Inc. | Bakersfield, CA | Apr 2004 - Jan 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1997 |
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- CA
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
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