Alec T. Medlin

INVESTGRO LLC

MT. JULIET, TN 37122

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CRD#: 7186508

Professional summary

Alec Tanner Medlin, who also goes by Alec Medlin, is a registered financial advisor currently at INVESTGRO LLC located in Mt. Juliet, Tennessee.

Alec is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alec has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alec Medlin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: 08/2021, 80 hours a month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alec Tanner Medlin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 19, 2024 - Present

INVESTGRO LLC

Office #1: 1982 Providence Pkwy Suite 257, Mt. Juliet, TN 37122

RIA

CRD#: 332766

MT. JULIET, TN

Past

August 18, 2023 - June 11, 2024

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

RIA

CRD#: 174129

Nashville, TN

Past

January 5, 2021 - August 25, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MURFREESBORO, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(8/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/17/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/13/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/5/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/19/2020

Securities Industry Essentials Examination

Current Firm

INVESTGRO LLC

CRD#: 332766 / SEC#:

Tennessee

Registered Investment Advisory firm - (8/19/2024 Approved)

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Contact information

Main Address

1982 Providence Pkwy Suite 257, Mt. Juliet, TN 37122

Mailing Address

Phone number

(615) 927-3509

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Alec T. Medlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alec Tanner Medlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTGRO LLC

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2023

Series 63

Date: 2/13/2021

Series 7TO

Date: 1/5/2021

SIE

Date: 11/19/2020

Current Firm

INVESTGRO LLC

Contact information

Documents

Red Flags

Company Information

INVESTGRO LLC

TRUST BUT VERIFY

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