GM
GM

Gabriel O Medina

15 Years of Experience
Broker
Areas of Practice
Real Estate Investing
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$300K
Financial Planning:Investment management only
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Location

400 W. 15th St., Suite 700, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gabriel owns a long-term rental property since 2012, dedicating minimal time to it. He also works as a DJ for Quiet Events since 2020, spending a few hours per week on this activity.

Employment History
Current Registrations
Realized Financal, INC.
February 2022 - Present · 4 yrs
Realized Financial, INC.
February 2022 - Present · 4 yrs
Realized Financial, INC.Broker
February 2022 - Present · 4 yrs
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - July 2020 · 4 yrs 3 mos
NFP Advisor Services, LLC
March 2016 - September 2016 · 6 mos
Kestra Investment Services, LLCBroker
August 2008 - July 2020 · 11 yrs 11 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gabriel O Medina - Financial Advisor | TrueAdvisor