Luis Daniel Medina
Investment adviser representative at Lmpg Wealth Advisors, LLC
13 yearsExperience
2 statesRegistered in
$131.7MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Lmpg Wealth Advisors, LLC.Oct 2023 to now
- Helix Capital Group, LLCFeb 2013 to now
- Cmg Capital Management GroupNov 2020 to Oct 2023
- CnJun 2018 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Lmpg Wealth Advisors, LLC
$131.7MAssets managed
58Clients
2Advisers
2 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
- 7332592
- Firm CRD
- 328251