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The ten founding members of The Medallion Group are experienced financial professionals that are Certified Financial Planners(CFP), Certified Funds Specialists(CFS), Certified Public Accountants(CPA) and Enrolled Agents(EA). For over ten years they have focused on working within the accounting industry.

In July of 1996 they joined together to create a new kind of company. A company created, operated and owned by and for its representatives. Each of the initial ten founding members have worked in a variety of roles within the securities industry. Each one brought to the company a unified concept of customer service: whether the customer be other investment professionals or the individual investor.

Today, we have over sixty representative shareholders of our company and have grown to include over 250 like-minded individuals operating under the name of The Medallion Group, the holding company for three wholly-owned subsidiaries.

  • Medallion Investment Services, Inc. - a full service broker/dealer firm
  • Medallion Advisory Services LLC - a Registered Investment Advisory firm
  • Medallion Insurance Services LLC - a general insurance brokerage firm


If you would like additional information please contact John Bivens at (800) 268-1542 or complete the following form:

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Licenses S6
S7
S63
S66
S24
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