Juan Medina-Luna
Juan Medina-Luna is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Riverside, CA, with 6 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
4515 Central Ave., Ste. 202, Riverside, CA, 92506
Get directionsHistory
Regulatory History (1)
Financial
February 2017Other Business ActivitiesSells Insurance
Juan owns a non-variable insurance business since 2022. He is also CEO of Medina Wealth Management and a partner in Citadel Plans and Asegure Su Legado, all investment-related.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLCBroker
State Registrations2 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.