Michelle WhitlockCRD 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Prudential Financial Planning Services
|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|
Total Assets Under Management233MILLIONS
Total Number of Accounts1,372ACCOUNTS
Average Account Value$169,740
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, FL, LA, MD, NC, PA, TX, VA
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