Johnny Ray Medlin
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCMay 2025 to now
- Coastal Federal Credit UnionApr 2024 to now
- Cuso Financial Services, LPApr 2024 to May 2025
- Fidelity InvestmentsJul 2021 to Mar 2024
- Amazon.com Inc.May 2021 to Jul 2021
- Scan Scape IriFeb 2019 to Sep 2019
- Medlin Brothers Body ShopMay 2018 to Aug 2018
- Appalachian State UniversityJan 2018 to May 2021
- Amazon.com Inc.Dec 2016 to Jan 2018
- Wake Technical Community CollegeAug 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7421646
- Firm CRD
- 6413