Thomas 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

• 11/2013 → Present
  Lpl Financial Llc
  Brentwood, TN

Previous Registrations

• 2008-10-15 → 2013-12-02
  Ubs Financial Services Inc.
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Weehawken, NJ

Other Businesses

1. 05/26/2015: Investment Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/20/2015 - 0 Hr/Mo 2. 11/16/2015: BEHG LLC - Investment Related - 893 Lakemont Dr, Nashville, TN 37220 - Real Estate Rental - Started 10/01/2015 - 1 Hours Per Month/0 Hours During Securities Trading - Various rental properties. 3. 08/10/2016 * St Francis LLC * Real Estate Rental * NOT INV REL * 408 A St. Francis Ave, Nashville, TN 37205 * START 05/06/2016 * 1 HRS/MO; 0 DURING SECS TRDG HRS. 4. 08/10/2016 * Inwood Dr LLC * Real Estate Rental * NOT INV REL * 4710 Michigan Ave, Nashville, TN 37209 * START 07/27/2016 * 1 HRS/MO; 0 DURING SECS TRDG HRS. 5. 12/29/2017 - K Properties LLC - Investment Related - Nashville, TN 37220 & Nashville, TN 37209 - Real Estate Rental - Started 06/10/2016 - 1 Hours Per Month/0 Hours During Securities Trading. 6. 1/9/2018 - TRM, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/19/2017 - 1 Hour Per Month During Securities Trading. 7. 9/19/2019 - Fortress Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/17/2019 - 160 Hours Per Month/60 Hours During Securities Trading. 8. 9/15/2020 - HBH LLC - Investment Related - Nashville, TN 37211 - Real Estate Rental - Started 08/31/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Various rental properties, plan to own within this new LLC. 9. 9/15/2020 - W Development LLC - Investment Related - Nashville, TN 37211 - Real Estate Rental - Started 08/31/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Various rental properties, plan to own within this new LLC. 10. 1/28/2022 - Medlin Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/27/2022 - 160 Hours Per Month/8 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-13

Other Names

• Trey Medlin
• Thomas Ray Medlin
• Thomas Ray Medlin
• Thomas Medlin