Johnny Ray Medlin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 07/2021
  Amazon.cOm Inc.
  Durham, NC
• 06/2019 → 08/2019
  Appalachian State University
  Boone, NC
• 01/2018 → 05/2021
  Appalachian State University
  Boone, NC
• 02/2019 → 09/2019
  Scan Scape Iri
  Boone, NC
• 12/2016 → 01/2018
  Amazon.cOm Inc.
  Durham, NC
• 08/2015 → 12/2017
  Wake Technical Community College
  Raleigh, NC
• 05/2018 → 08/2018
  Medlin Brothers Body Shop
  Rocky Mount, NC
• 07/2021 → 03/2024
  Fidelity Investments
  Durham, NC
• 04/2024 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 04/2024 → Present
  Coastal Federal Credit Union
  Raleigh, NC
• 05/2025 → Present
  Lpl Financial Llc
  Raleigh, NC

Previous Registrations

• 2024-04-01 → 2025-05-15
  Cuso Financial Services, L.P.
  Raleigh, NC
  Raleigh, NC
• 2021-11-23 → 2024-04-03
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

1- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Coastal Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2021-11-22

Other Names

• Johnny Ray Medlin
• Johnny Medlin
• Johnny Ray Medlin