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Burton Medlin

Wells Fargo Advisors
24 Years of Experience
Charlotte, NC
1 DisclosureBroker
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Burton Medlin is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 24 years of industry experience. Burton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

550 S Tryon St, Charlotte, NC, 28202

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History

Regulatory History (1)
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Judgment / Lien
July 2025
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2025 - Present · 1 yr
Wells Fargo Advisors Financial Network, LLC
October 2025 - Present · 1 yr
Wells Fargo Clearing Services, LLC
March 2023 - Present · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2023 - Present · 3 yrs 7 mos
Wells Fargo Advisors
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
LPL Financial LLC
November 2010 - August 2021 · 10 yrs 9 mos
LPL Financial LLCBroker
May 2010 - August 2021 · 11 yrs 3 mos
Jbs Liberty Securities, INC.Broker
July 2007 - May 2010 · 2 yrs 10 mos
Synergy Investment Group, LLCBroker
July 2000 - May 2010 · 9 yrs 10 mos
State Registrations1 state
NC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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