Lineguard Investments, LLC

Lineguard Investments, LLC (CRD# 156618) is a financial advisory firm headquartered in Troy, MI. They manage $27,300,000 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lineguard Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
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 21 years of experience in the finance industry. Jody Medford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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