Meet David Medlin
Financial Advisor | Wealth Management
Myrtle Beach | SOUTH CAROLINA
also: Wyoming, South Carolina, North Carolina, & Florida
DAVID Medlin, With over 30 years of experience in the brokerage industry, David Medlin is well-prepared to guide his clients in meeting their financial goals today while planning for their future.
David is a compassionate, hardworking problem solver who loves helping clients organize their financial worlds for today while preparing them for tomorrow.
David holds Series 7, 63, and 66 licenses and is registered as an Investment Advisor in South Carolina and North Carolina, with additional registrations in Florida and Wyoming. He has extensive experience managing portfolios using equities, bonds, ETFs, and mutual funds to help clients achieve their financial goals. David is committed to simplifying various types of investments so clients can make well-informed decisions to manage risk in their portfolios.
Contact David via our Contact Form
Visit David’s website at medlinadvisor.com
Visit David’s LinkedIn profile
Specializations: Financial Advisor & Wealth Management
Area(s) Served: South Carolina
Securities Licenses: Series 7, 63, & 66