Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Medlin is a financial advisor at LPL Financial LLC. Thomas has been in the financial services industry since 2008. Thomas is registered with the state of Tennessee and Texas as an investment advisor representative. Thomas is also registered with FINRA as a Registered Representative and has a Series 7 and Series 66 license. Thomas has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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TN
06/12/2015 - Present
LPL Financial LLC (BRENTWOOD TN)
TN
09/12/2008 - 12/02/2013
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
BOTH
Issued 10/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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