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Yadira E. Medina

Texas Capital Bank Private Wealth Advisors

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About Yadira E. Medina

Yadira Medina E. is an Investment Advisor Representative at Texas Capital Bank Private Wealth Advisors. Yadira Medina E. has been in the financial services industry since September 17, 2013. Yadira Medina E. is registered with the state of Texas. Yadira Medina E. holds the Series 6, Series 63, Series 65, Series 99TO and SIE licenses.

Firm Information

Yadira Medina is currently registered with Texas Capital Bank Private Wealth Advisors. Texas Capital Bank Private Wealth Advisors is a Dallas, TX-based firm with approximately $1 billion - $10 billion in assets under management. They offer financial planning, selection of other advisors, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They have 9 licensed agents, 62 investment adviser reps, and 36 registered representatives. Their client base includes high-net-worth individuals, corporations or other businesses, charitable organizations, investment companies, and state or municipal government entities. They are also a participant in wrap fee programs.
Texas Capital Bank Private Wealth Advisors

2000 MCKINNEY AVENUE

DALLAS, TX 75201

$3.38B

Assets Under Management

Not reported

Total Clients

67

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yadira Medina’s Registration & Firm History

TX

09/06/2023 - Present

Texas Capital Bank Private Wealth Advisors (DALLAS TX)

TX

05/16/2013 - 06/02/2021

BBVA SECURITIES INC. (San Antonio TX)

TX

11/20/2012 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)

TX

05/29/2007 - 09/25/2007

CITIGROUP GLOBAL MARKETS INC. (SELMA TX)

TX

08/11/2006 - 05/29/2007

CITICORP INVESTMENT SERVICES (SELMA TX)

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Licenses & Designations

IA

Issued 09/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yadira E. Medina.
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