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Royce Wesley Medlin

CLEAR ROCK ADVISORS, LLC·KERRVILLE, Texas
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200 EARL GARRETT STREET, KERRVILLE, TX 78028CRD# 4512862Firm CRD# 282716
01

About

Royce Wesley Medlin is a registered financial advisor based in KERRVILLE, Texas, affiliated with CLEAR ROCK ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLEAR ROCK ADVISORS, LLC
CLEAR ROCK ADVISORS, LLC
AUM
$430M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CLEAR ROCK ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4512862
Firm CRD# 282716
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Royce Wesley Medlin offer?
Royce Wesley Medlin specializes in Financial Planning, Investment Management. Contact their office in KERRVILLE, Texas for a consultation.
What are Royce Wesley Medlin's credentials?
Royce Wesley Medlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Royce Wesley Medlin located?
Royce Wesley Medlin is based in KERRVILLE, Texas, working with CLEAR ROCK ADVISORS, LLC. Their office serves clients in the KERRVILLE metropolitan area and surrounding communities.
How does Royce Wesley Medlin charge for services?
Royce Wesley Medlin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEAR ROCK ADVISORS, LLC?
CLEAR ROCK ADVISORS, LLC has approximately 7 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KERRVILLE
Charles Ferrell Hall — CLEAR ROCK ADVISORS, LLCWilliam Tennyson Sanders — CLEAR ROCK ADVISORS, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
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