Daniel Medina
Daniel Medina is a registered investment advisor at LPL Financial LLC, based in Westlake Village, CA, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2945 Townsgate Rd, Suite 200, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (2)
Financial
August 2017Criminal
January 2011Other Business ActivitiesSells Insurance
Daniel operates under the DBA Investor's Advantage for his LPL business since 2017 and is involved with non-variable insurance since 2019, dedicating about 10-20% of his time to it. He also hosts a radio show, works at West LA Poker, and is an independent contractor for AmeriEstate Legal Plan Inc, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations16 states
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.