Royce Wesley Medlin
Investment adviser representative at True North Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$5.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- True North Advisors, LLCSep 2024 to now
- Clear Rock Advisors, LLCMar 2016 to Sep 2024
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
True North Advisors, LLC
$5.4BAssets managed
1,068Clients
32Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4512862
- Firm CRD
- 116048