Cynthia Medina (CRD# 6394746) is an Investment Advisor Representative working at Trek Financial in Lake Havasu City, AZ and has over 9 years of experience in the finance industry.
CRD# 2347711
J.p. Morgan Securities LLC
CRD# 6972270
Edward Jones
CRD# 5228802
Integrated Advisors Network LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bcj Capital Management | Scottsdale, AZ | Sep 2014 - Current | 9 |
A&e Service | Lake Havasu City, AZ | Jun 2005 - Current | 18 |
Sterilite | Lake Havasu City, AZ | Mar 1993 - Current | 31 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- AZ
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Total Assets Under Management1,877MILLIONS
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Total Number of Accounts9,873ACCOUNTS
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Average Account Value$190,077
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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