David Medlin
David Medlin is a registered investment advisor at Chelsea Advisory Services, INC, based in Little River, SC, with 32 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 552 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to a maximum of 2% of assets under management. Pre-existing clients or employee-related accounts may be charged lower rates.
Fee Estimator
Location
Little River, SC
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2018Customer Dispute
March 2007Employment History
Current Registrations
Chelsea Advisory Services, INC
Chelsea Financial Services
Chelsea Financial ServicesBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
Nationsbanc Investments, INC.Broker
NationssecuritiesBroker
Interstate/johnson Lane CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.