Unclaimed Profile

Jody Paul Medford

LINEGUARD INVESTMENTS, LLC·TROY, Michigan

Clean recordLINEGUARD INVESTMENTS, LLC

101 W. BIG BEAVER ROAD, TROY, MI 48084CRD# 2755967Firm CRD# 156618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jody Paul Medford · TROY, MI

Registration

CRD #2755967 · LINEGUARD INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jody Paul Medford is a registered financial advisor based in TROY, Michigan, affiliated with LINEGUARD INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

LINEGUARD INVESTMENTS, LLC

AUM

$52M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LINEGUARD INVESTMENTS, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2755967

Firm CRD# 156618

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Frequently Asked Questions

What services does Jody Paul Medford offer?

Jody Paul Medford specializes in Investment Management, Fee-Only Advisory. Contact their office in TROY, Michigan for a consultation.

What are Jody Paul Medford's credentials?

Jody Paul Medford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jody Paul Medford located?

Jody Paul Medford is based in TROY, Michigan, working with LINEGUARD INVESTMENTS, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Jody Paul Medford charge for services?

Jody Paul Medford's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINEGUARD INVESTMENTS, LLC?

LINEGUARD INVESTMENTS, LLC has approximately 1 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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