Michelle Whitlock, financial advisor Great Falls VA

Michelle Whitlock

CRD Number: 5667988
Current Firm: Aog Wealth Management

Michelle Whitlock (CRD# 5667988) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 8 years of experience in the finance industry. Michelle Whitlock 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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Professional Designations
Company Name Location Dates Years
Kalos Capital, Inc. Alpharetta, GA May 2013 - Current 7
Aog Wealth Management Great Falls, VA May 2013 - Current 7
Cetera Advisors LLC Denver, CO Jan 2013 - May 2013 < 1
Multi-financial Securities Corporation Denver, CO Jun 2012 - Dec 2012 < 1
Virginia Polytechnic Institute And State University Blacksburg, VA Aug 2008 - May 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Michelle L. Whitlock
Phone Number: 703-757-8020
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    233
    MILLIONS
  • Total Number of Accounts
    1,372
    ACCOUNTS
  • Average Account Value
    $169,740
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, DC, FL, LA, MD, NC, PA, TX, VA

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