Liliana Molina is a CFP-designated registered investment advisor, based in Mclean, VA, with 29 years of industry experience.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Liliana operates under the name Molina Wealth Management as an investment advisor representative (IAR) of Spire Wealth Management and an agent of Spire Insurance Agency, both affiliated firms.
Employment History
Current Registrations
Spire Securities, LLCBroker
October 2007 - Present · 18 yrs 7 mos
Spire Wealth Management, LLC
August 2007 - Present · 18 yrs 9 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
August 2007 - November 2007 · 3 mos
Ameriprise Financial Services, INC.
January 1998 - August 2007 · 9 yrs 7 mos
Ameriprise Financial Services, INC.Broker
October 1997 - August 2007 · 9 yrs 10 mos
Ids Life Insurance CompanyBroker
October 1997 - July 2006 · 8 yrs 9 mos
First Union Brokerage Services, INC.Broker
September 1994 - March 1996 · 1 yr 6 mos
State Registrations13 states
AZCADCFLINKYMDNCNDSDTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.