Agnes Carolyn Medina
Investment adviser representative at Summit Global Investments, LLC
43 yearsExperience
2 statesRegistered in
$2.3BFirm assets
14 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 assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
43 years in the industry.
- Equity Services, Inc.Aug 2025 to now
- Summit Global Investments, LLCSep 2023 to now
- Reliant Accounting & Tax Solutions Inc.Jan 2021 to now
- Acm Business Solutions Inc.Jul 2019 to now
- Agnes MedinaSep 2000 to now
- United PlannersNov 2023 to Aug 2025
- College Loan FreedomAug 2019 to Sep 2023
- Net Law Inc.Feb 2019 to Sep 2023
- Colorado Realty Pros LLCFeb 2019 to Dec 2021
- Colonial LifeNov 2017 to Jul 2021
- Roper InsuranceNov 2017 to Jul 2021
- Tidalwave ProductsJan 2017 to Jul 2021
- Applegate Consulting LLCDec 2016 to Sep 2023
- Your Castle Real EstateApr 2016 to Feb 2019
- WealthwaveJan 2016 to Sep 2023
- Transamerica Financial Advisors, IncJan 2012 to Aug 2023
- Wave Financial PartnersJun 2011 to Jul 2021
- World Financial GroupJun 2001 to Aug 2023
- Diverse Financial, Ltd.Jan 1983 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Summit Global Investments, LLC
$2.3BAssets managed
7,475Clients
101Advisers
14 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
- 4270422
- Firm CRD
- 157091