Orlando Molina, financial advisor Fort Worth TX

Orlando Molina

CRD Number: 2702165
Current Firm: Mdx Wealth Management

Orlando Molina (CRD# 2702165) is an Investment Advisor Representative working at Mdx Wealth Management in Fort Worth, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Mdx Wealth Management Sugarland, TX Apr 2020 - Current 3
Bournehill Investment Services, Inc. Sugarland, TX Feb 2009 - Current 15
Cfs Advisors LLC Arlington, TX Aug 2014 - Apr 2020 5
Callaway Financial Services Arlington, TX Feb 2009 - Aug 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Orlando Molina
Phone Number: 713-877-2526
Firm Website: http://mdxwealth.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $196,734
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, NV, TX

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