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Hector Emmanuel Medina

Advisor at Merrill — Brentwood, CA Lone Tree Way

Updated today

Credentials

Series 66

Experience

2 years

Location

Brentwood, CA 94513

Merrill logo

Merrill

Institution

Total advisors

25,558

Across 3,161 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Hector Medina is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. He has worked at Merrill since 2019 and is currently associated with Bank of America, N.A. Outside of his advisory role, he owns and operates a tattoo business and works as a delivery driver for Amazon Flex. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

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 Wealth management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Brentwood, CA Lone Tree Way

6261 Lone Tree Way

Brentwood CA 94513

Advisors at this office

1

Most active in

California · Texas

Work history

2 years of industry experience

Bank of America, N.A.

2024 - Present • 2 years

Livermore, FL

Waterfront Bar & Grill

2022 - 2022 • 1 year

San Diego, CA

Merrill

2019 - Present • 7 years

Livermore, CA

Soleil Communications Inc (dba welk resorts)

2018 - 2018 • 1 year

Concord, CA

Buffalo Wild Wings

2017 - 2018 • 1 year

Concord, CA

Diablo Valley College

2015 - 2019 • 4 years

Pleasant Hill, CA

Big C Corporation

2015 - 2019 • 4 years

Concord, CA

Fuddruckers

2015 - 2018 • 3 years

Concord, CA

Disclosures

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

Business activities & affiliations

Andrew R

CFP®, Series 65

Clayton, CA

Investment Growth Management, Inc.

Andrew Redlick is a CFP® with 12 years of industry experience, currently serving as an advisor at Investment Growth Management, Inc. He has been with the firm since 2014, including its predecessor entity, and holds a Series 65 license. Investment Growth Management, Inc. is a long-established registered investment adviser dedicated to helping a select group of clients build, preserve, and achieve their most meaningful financial goals. The firm manages client portfolios through long-term, diversified asset allocation tailored to each client’s goals and risk tolerance, and is notable for its regular client communications and ongoing educational presentations.

Cash flow / budgeting Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement Retired Christian Faith Based HENRY (High Earners, Not Rich Yet)
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Michael P

CFP®

Danville, CA

Power Investing

Michael Power is a CFP® professional with over 30 years of experience, operating Power Investing since 1994. He is also an Enrolled Agent authorized to represent clients before the IRS, providing tax preparation and representation services alongside his investment advisory work. The firm offers discretionary investment management and comprehensive financial planning to individuals, families, and small businesses. Power Investing employs a fundamental analysis approach, emphasizing broad diversification with ETFs and individual securities, and integrates in-house tax services as part of its client offerings.

Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General tax planning Passive / index investing
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John G

CFP®, Series 63

Danville, CA

Blackhawk Wealth Advisors

John Gardner is a CFP®-certified financial advisor with 36 years of industry experience. He has worked at Equity Research & Portfolio Evaluation, Inc. since 2001. Gardner is the sole advisor at Blackhawk Wealth Advisors, an independent firm based in Danville, CA. Blackhawk Wealth Advisors provides discretionary investment management, financial planning, and independent security research to individuals, trusts, estates, and investment companies. The firm employs a proprietary blend of fundamental and technical analysis to manage portfolios across various asset classes, focusing on risk reduction and predictable income through both long- and short-term strategies.

Active portfolio management Concentrated stock management
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Vladimir B

Series 63, Series 65

Danville, CA

Hermitage Advisors, Ltd.

Vladimir Belinsky is the sole advisor at Hermitage Advisors, Ltd. in Danville, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Hermitage Advisors since 2003. Hermitage Advisors, Ltd. serves a small, concentrated roster of primarily high-net-worth individual clients, providing individualized portfolio management and ongoing investment advice. The firm employs a primarily non-discretionary approach, selecting and monitoring external investment managers based on a multi-decade network of research, with client decisions made collaboratively.

Wealth management
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Durga E

Series 65

Danville, CA

Eedara Financials

Durga Eedara is a financial advisor at Eedara Financials with a Series 65 designation and over 20 years of industry experience, including a long tenure at Franklin Resources Inc from 2002 to 2021. Eedara Financials LLC, founded in 2025, provides discretionary portfolio management to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis alongside various trading strategies, operating under client-granted discretionary authority.

Options & derivatives strategies
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Nicholas F

CFP®

Alamo, CA

Fullerton Advisors, LLC

Nicholas Fullerton is a CFP® professional with 17 years of industry experience, operating Fullerton Advisors, LLC since 2008. The firm is an independent advisory practice based in Alamo, CA. Fullerton Advisors serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm provides discretionary and non-discretionary portfolio management, modular financial planning, and pension consulting, using diversified asset-allocation portfolios built primarily with ETFs and mutual funds guided by fundamental and cyclical analysis.

Wealth management Cash flow / budgeting
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