Galo Medina
Galo Medina is a registered investment advisor at Cetera Investment Advisers LLC, based in Los Angeles, CA, with 28 years of industry experience. Galo 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
Firm Size
IM Fee
Assets Under Management
Location
801 S. Figueroa St., Suite 1120, Los Angeles, CA, 90017
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Regulatory History
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
Galo is an independent insurance agent selling life, health, dental, long-term care insurance, and fixed annuities, dedicating minimal time to these activities. He also owns and manages rental property, and is an agent for Avantax Insurance Services selling life and long-term care insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations53 states
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