Saul Medina

TRUE FIDUCIARY FINANCIAL ADVISORS

Scottsdale, AZ 85254

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CRD#: 6053430

Professional summary

Saul Medina, CFP®, who also goes by Saul Alejandro Medina, Saul Medina, is a registered financial advisor currently at TRUE FIDUCIARY FINANCIAL ADVISORS, LLC located in Scottsdale, Arizona.

Saul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Saul has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Saul Alejandro Medina | Saul Medina

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Real Estate Sales; Realtor; Investment related: Yes; Duties: Partner with buyers and sellers to locate, purchase, sell, or rent real property.; 2022-01-27; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Saul Medina's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 10, 2022 - Present

TRUE FIDUCIARY FINANCIAL ADVISORS, LLC

Office #1: 4921 E Bell Road Suite 207, Scottsdale, AZ 85254

RIA

CRD#: 317770

Scottsdale, AZ

Past

March 1, 2017 - August 31, 2021

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

June 14, 2012 - August 31, 2021

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(1/10/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/9/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/13/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRUE FIDUCIARY FINANCIAL ADVISORS, LLC

TRUE FIDUCIARY FINANCIAL ADVISORS, LLC | TRUE FIDUCIARY FINANCIAL ADVISORS, LLC.

CRD#: 317770 / SEC#:

Arizona

Registered Investment Advisory firm - (1/10/2022 Approved)

California

Registered Investment Advisory firm - (1/11/2023 Terminated)

Colorado

Registered Investment Advisory firm - (12/16/2024 Terminated)

Texas

Registered Investment Advisory firm - (12/6/2024 Terminated)

Utah

Registered Investment Advisory firm - (12/9/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4921 E Bell Road Suite 207, Scottsdale, AZ 85254

Mailing Address

Phone number

(602) 301-0172

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Saul Medina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Saul Medina's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE FIDUCIARY FINANCIAL ADVISORS, LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 7/9/2012

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2014

Series 6

Date: 6/13/2012

Current Firm

TRUE FIDUCIARY FINANCIAL ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

TRUE FIDUCIARY FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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