Lineguard Investments, LLC

Lineguard Investments, LLC (CRD# 156618) is a financial advisory firm headquartered in Troy, MI. They manage $35,076,400 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
101 W. Big Beaver Road, Suite 1400, Troy, MI 48084
https://www.lineguardinvestments.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $389,738
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Lineguard Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jody Medford, financial advisor Troy MI
Jody P. Medford
CRD#: 2755967
101 W. Big Beaver Road, Suite 1400, Troy, MI 48084

Jody Medford (CRD# 2755967) is an Investment Advisor Representative working at Lineguard Investments, LLC in Troy, MI and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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