Yadira E. Medina
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
16 yearsExperience
1 stateRegistered in
$4.2BFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Texas Capital Bank Private Wealth AdvisorsSep 2023 to now
- Tcbi Securities, Inc.May 2023 to now
- Texas Capital BankMar 2023 to now
- Texas Capital Private Wealth AdvisorsMar 2023 to now
- PNC BankOct 2021 to Mar 2023
- Cima Industries LLCJul 2017 to Aug 2018
- LifevantageJun 2017 to Aug 2018
- Bbva Securities Inc.May 2013 to Oct 2021
- Bbva Compass Insurance Agency, Inc.Aug 2011 to Oct 2021
- Compass BankSep 2010 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Texas Capital Bank Private Wealth Advisors
Legal name: Texas Capital Bank Wealth Management Services, Inc.
$4.2BAssets managed
735Clients
55Advisers
7 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
- 4863549
- Firm CRD
- 298422