Ashton Medina is a CFA, CFP-designated registered investment advisor at LPL Financial LLC, based in Miami, FL, 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
9955 N Kendall Dr Ste 204, Miami, FL, 33176
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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
Ashton operates Gradepoint Financial LLC and Gradepoint Financial Group LLC as DBAs for their LPL business. Ashton also owns Medina Wealth Management Services, LLC for tax/investment purposes, dedicating minimal time, and sells non-variable insurance through Gradepoint Insurance, Capitas, and Back9, spending about 10-20% of their time on this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Synovus Securities, INC.Broker
Synovus Securities, INC.
Lafise Securities CorporationBroker
State Registrations7 states
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