Alfred Michael Medina

Trajan Wealth, L.L.C.

17 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth

Trajan Wealth, L.L.C.

Compensation

Fee-Only (AUM)

Firm Size

40 advisors

Number of Clients

8,955 clients

Average Client Portfolio

$220K average

Assets Under Management

$2.0B

Fee Structure

Financial Planning:Investment management only

Location

18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255

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History

Regulatory History (1)

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Criminal

November 1995

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alfred sells fixed-indexed annuities as part of his investment advisor representative role. This activity takes about 10-20% of his time.

Employment History

Current Registrations

Trajan Wealth, L.L.C.

October 2024 - Present · 1 yr 4 mos

Previous Registrations

Wells Fargo Advisors

January 2011 - June 2024 · 13 yrs 5 mos

Wells Fargo Clearing Services, LLCBroker

January 2011 - June 2024 · 13 yrs 5 mos

Wells Fargo Investments, LLC

May 2008 - January 2011 · 2 yrs 8 mos

Wells Fargo Investments, LLCBroker

October 2007 - January 2011 · 3 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.