Hans Caparas Medina
Investment adviser representative at Pinkerton Wealth Partners
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Private Client ServicesApr 2026 to now
- Pinkerton Wealth PartnersMar 2026 to now
- Cetera Investment Advisers LLCJan 2025 to Feb 2026
- Cetra Investment Services, LLCJan 2025 to Feb 2026
- Hawaii State Federal Credit UnionJan 2025 to Feb 2026
- Shiraishi Financial Group AdvisorsSep 2013 to Jan 2025
- United Planners' Financial ServicesMay 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (HI).
Pinkerton Wealth Partners
Legal name: Pinkerton Wealth, LLC
$1.4BAssets managed
1,262Clients
17Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2371530
- Firm CRD
- 120973