Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Royce? Claim Your ProfileRoyce Wesley Medlin is a financial advisor who is registered with True North Advisors, LLC. Royce has worked in the industry for more than 15 years and has held previous roles with LAZARD ASSET MANAGEMENT SECURITIES LLC and BELMONT ASSET MANAGEMENT, INC.. Royce has a variety of certifications, including the Series 66, Series 24, Series 31, and Series 7. Royce is also a Chartered Financial Analyst. Royce works with individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Royce specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
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TX
09/17/2024 - Present
True North Advisors, LLC (DALLAS TX)
NY
01/24/2011 - 04/05/2016
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
TX
04/17/2002 - 01/06/2006
BELMONT ASSET MANAGEMENT, INC. (DALLAS TX)
BOTH
Issued 05/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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