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Hector Medina

Advisor at Merrill

Updated today

Location

Brentwood, CA 94513

Credentials

Series 66

Industry experience

1 year

About

Hector Medina is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He has worked previously with Bank of America and has held various roles outside finance, including ownership of a tattoo business and work as a delivery driver. Merrill serves a broad range of clients with diverse managed account programs, discretionary portfolio management, and brokerage services, leveraging integration with Bank of America affiliates and a wide range of investment strategies.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

6261 Lone Tree Way

Brentwood, CA 94513

Most active in

California · Texas

Work history

Bank of America, N.A.

2024 - Present (2 years)

Waterfront Bar & Grill

2022 - 2022 (1 year)

Merrill

2019 - Present (7 years)

Soleil Communications Inc (dba welk resorts)

2018 - 2018 (1 year)

Buffalo Wild Wings

2017 - 2018 (1 year)

Diablo Valley College

2015 - 2019 (4 years)

Big C Corporation

2015 - 2019 (4 years)

Fuddruckers

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael P

CFP®

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