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Robyn Medina

27 Years of Experience
Los Angeles, CA
BrokerSells Insurance

Robyn Medina is a registered investment advisor at Cetera Investment Advisers LLC, based in Los Angeles, CA, with 27 years of industry experience. Robyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

801 S. Figueroa St., Suite 1120, Los Angeles, CA, 90017

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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

Robyn is an agent for Avantax Insurance Agency and/or Avantax Insurance Services, selling Avantax-approved insurance products since 2000. This activity requires minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
December 2010 - September 2025 · 14 yrs 9 mos
Avantax Investment Services, INC.Broker
June 2005 - September 2025 · 20 yrs 3 mos
H.D. Vest Investment ServicesBroker
April 2003 - April 2005 · 2 yrs
National Planning CorporationBroker
July 2000 - February 2002 · 1 yr 7 mos
Jackson National Life Distributors, INC.Broker
July 2000 - February 2002 · 1 yr 7 mos
Signator Investors, INC.Broker
January 1997 - July 2000 · 3 yrs 6 mos
John Hancock Mutual Life Insurance CompanyBroker
January 1997 - May 1997 · 4 mos
State Registrations1 state
CA
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.
Robyn Medina - Financial Advisor | TrueAdvisor