Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Medlin has been in the financial industry since December 1988 and is currently registered with Captrust. Mark has extensive experience in the financial services industry, having worked for several firms including Wachovia Securities Financial Network, LLC, Captrust Financial Advisors, LLC, Investors Security Company, Inc., Financial Network Investment Corporation, and New England Securities. Mark holds the Series 63, Series 65, Series 7 and SIE licenses. Mark provides portfolio management services to individuals, businesses, and pooled investment vehicles. Mark also offers financial planning services, including pension consulting. Mark has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
04/22/2015 - Present
Captrust (RALEIGH NC)
MO
06/15/2002 - 10/21/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NC
09/28/1998 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
VA
08/18/1994 - 09/09/1998
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
CA
11/12/1992 - 08/06/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
11/04/1988 - 11/03/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Medlin is the right advisor for you? Invested Better is here to help.
