Esau Medina (CRD# 7087176) is an Investment Advisor Representative working at Medina Financial, LLC in Grace, ID and has over 5 years of experience in the finance industry.
CRD# 2661482
Calton & Associates, Inc.
CRD# 2576003
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Esau Medina | Grace, ID | Mar 2022 - Current | 2 |
| Medina Financial, LLC | Grace, ID | Apr 2015 - Current | 9 |
| Icwg | Centennial, CO | May 2019 - Feb 2020 | < 1 |
| Aecom | Greenwood Village, CO | Jul 2012 - Apr 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- CO
- ID
- TX
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$46,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, ID, TX
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