Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burton? Claim Your ProfileBurton Troy Medlin is a financial professional with over 20 years of experience in the industry. Burton is currently registered with Wells Fargo Clearing Services, LLC and is a General Securities Principal. Burton has held previous roles with LPL FINANCIAL LLC, JBS LIBERTY SECURITIES, INC. and Synergy Investment Group, LLC. Burton specializes in working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
03/23/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
SC
05/06/2010 - 08/13/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
07/23/2007 - 05/03/2010
JBS LIBERTY SECURITIES, INC. (KANNAPOLIS NC)
NC
07/27/2000 - 05/03/2010
SYNERGY INVESTMENT GROUP, LLC (CHARLOTTE NC)
BOTH
Issued 11/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2003
Series 3 - National Commodity Futures Examination
BC
Issued 11/02/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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