David Medlin Email & Phone Number

With over 30 years of experience in the brokerage industry, I am well-prepared to guide my clients in meeting their financial goals today while planning for their future.I'm a compassionate, hardworking problem solver who loves helping clients organize their financial worlds for today while preparing them for tomorrow. I hold Series 7, 63, and 66 licenses and am registered as an Investment Advisor in South Carolina and North Carolina, with additional registrations in Florida and Wyoming. I have extensive experience managing portfolios using equities, bonds, ETFs, and mutual funds to help clients achieve their financial goals. I'm committed to simplifying various types of investments so clients can make well-informed decisions to manage risk in their portfolios.Throughout my career, I've worked for Edward Jones, AG Edwards, and Wells Fargo Advisors as a Portfolio Manager. I've also taught numerous investment classes, including at Mayland Community College.I earned a Bachelor’s degree in Biblical Studies from Liberty University and a Master’s degree in Christian Ministry from North Greenville University. Born in Asheville, NC, I currently reside in Little River, South Carolina.Securities offered through Chelsea Financial Services, a National Broker-Dealer, Member FINRA | SIPC | MSRB. Advisory services offered through Chelsea Advisory Services, Inc.

• 

  Financial Advisor

  Chelsea Financial Services

  Jan 2018 - Present - Myrtle Beach, South Carolina, United States