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Orlando Molina

29 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
109 clients
Average Client Portfolio
$583K average
Assets Under Management
$63.5M

Fee Structure

Financial Planning:Investment management only
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Location

Fort Worth, TX

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History

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.

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Other Business ActivitiesSells Insurance

Orlando is associated with Bournehill Investment Services and MDX Wealth Management, spending about 10-20% of his time on each. He also holds a Texas State Life and Health Insurance License, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Mdx Wealth Management
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Callaway Financial Services
September 2014 - July 2020 · 5 yrs 10 mos
Bournehill Investment Services, INC.Broker
February 2009 - August 2024 · 15 yrs 6 mos
Callaway Financial Services
February 2009 - October 2016 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - February 2009 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - February 2009 · 3 yrs 6 mos
H&r Block Financial Advisors, INC.
June 2003 - August 2005 · 2 yrs 2 mos
Rsm Mcgladrey, INC.
October 2002 - July 2003 · 9 mos
H&r Block Financial Advisors, INC.Broker
February 1996 - August 2005 · 9 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Orlando Molina - Financial Advisor | TrueAdvisor