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Luis M
Series 65
Coral Gables, FL
LMPG Wealth Advisors, LLC
Luis Medina is a Series 65 licensed advisor with five years of industry experience. He currently works at LMPG Wealth Advisors, LLC and is also an authorized member of Helix Capital Group, LLC, a family limited partnership involved in private transactions and holding company business. Prior to his current role, he worked at CMG Capital Management Group and CN. LMPG Wealth Advisors, LLC provides portfolio management services to individuals, high-net-worth clients, trusts, and business entities, operating without an account minimum. The firm uses a variety of analytical methods within a long-term trading framework and offers both discretionary and non-discretionary advisory arrangements across a diverse investment menu.
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