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The Medallion Group is headquartered in Severna Park, Maryland. The Medallion Group is comprised of three wholly-owned subsidiaries:
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Medallion Advisory Services LLC, a federally Registered Investment Advisor with the Securities Exchange Commission (SEC) licensed in 38 states.
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Medallion Investment Services, Inc., a full service broker/dealer registered in 49 states.
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Medallion Insurance Services LLC, a full-service insurance agency licensed in over 20 states.
The Medallion Group is dedicated to recommending investments from a financial planning point of view. We provide quality products, excellent services and strong ongoing product review, or due diligence.
Our financial advisors have the freedom and flexibility in determining which program and services to provide to their clients. They own and operate their own businesses and can help people meet their investment objectives through a complete array of financial products, including stocks, bonds, mutual funds, fixed and variable annuities, fee-based asset management and insurance products.
Your relationship with a financial advisor is of primary importance in establishing and following your investment strategy. Working together, you and your financial advisor identify your financial goals, develop strategies to meet your needs and select the investment vehicles to support those strategies. The Medallion Group's OSJ Branch Managers, along with the home office staff, provides the daily individual guidance, training and support to nurture the growth and development of new and experienced affiliates. OSJ Branch managers provide solutions to affiliates' questions, marketing and product information, as well as the review of client transactions.
The Medallion Group has worked conscientiously toward its goal of becoming a premier independent financial services firm since its origin in 1996 as a group of ten individuals with a vision.
If you would like to work with one of our financial
advisors click here.
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Securities Offered Through Medallion Investment Services, Inc.*, Member NASD & SIPC
811 Governor Ritchie Highway, Suite 25 / Severna Park, MD 21146 (410) 544-8400
Investment advisory services offered through Medallion Advisory Services, LLC*
Insurance products offered through Medallion Insurance Services, LLC* Wholly
*-owned subsidiary of TMG Holding Company, Inc., T/A The Medallion Group
Questions: Comments: Problems: webmaster@medalliongroup.net
The investment advisor or investment advisor representative may only transact
business in the state it is registered, or in states where registration is excluded, or
where a registration exemption may apply. Follow-up, or individualized responses to individuals
by the investment advisor or investment advisor representative that involve either the effecting or
attempting to effect the rendering of personalized investment advice for compensation, will not
be made unless the advisor is in compliance with registration requirements or an applicable
exemption or exclusion exists. This web page does not attempt to effect transactions
in securities, or render personalized investment advice for compensation, but is
limited to the dissemination of general information on products and services.
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