Robert Whitney (CRD# 2483638) is an Investment Advisor Representative working at Whitney And Associates, Incorporated in Prescott, AZ and has over 29 years of experience in the finance industry.
CRD# 4348493
Commonwealth Financial Network
CRD# 7052252
Lane Brothers Investment Counsel
CRD# 4881991
Yavapai Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whitney And Associates, Incorporated | Goshen, IN | Jun 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- AZ
- IN
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$135,334
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, IN
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