Galo Robert Medina
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
3 statesRegistered in
$256.8BFirm assets
42 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 assetsHourlyFixed or flat fee
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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Fixed Indexed Annuity SalesJun 2025 to now
- Tcu Police Department Aka Froggie Five - oFeb 2020 to now
- Texas Christian UniversityAug 2019 to now
- Avantax Insurance Agency And/or Avantax Insurance Services.Dec 2023 to Sep 2025
- Avantax Advisory ServicesAug 2022 to Sep 2025
- Avantax Investment Services Inc.Aug 2022 to Sep 2025
- Avantax Advisory ServicesJul 2020 to Jan 2022
- Avantax Investment Services, Inc.Jul 2020 to Jan 2022
- UnemployedJul 2019 to Jul 2019
- Comprehensive Financial ServicesJun 2018 to Aug 2018
- Loyola High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7259506
- Firm CRD
- 105644