Financial Advisor Whitney Stricklin

Whitney Stricklin - CFP®

Less Stress More Enjoyment

Independent Financial Advisor

About Whitney



Introduction:

Whitney P. Stricklin has been in the financial industry since September 2001 and a Certified Financial Planner since September 2007. He focuses on financial planning and consultation, primarily working with individuals on asset management, investments and protection.

His financial planning model is fully integrated, building client relationships with professionals, organizations and individuals based on mutual trust, understanding and benefits.

Education:

Whitney graduated in 2001 from West Virginia State University (Go Yellow Jackets!) with a Bachelor of Science in Business Administration and a Bachelor of Arts in Economics. He was a catcher for the baseball team, but after a knee injury he became Sports Information Assistant in charge of Baseball.

Achievements:

Licenses Held

Certified Financial Planner™

Series 6- Investment Company and Variable Contracts Products Representative

Series 63- Uniform Securities Agent State Law

Series 7- Full Registration/General Securities Representative

Series 65- Uniform Investment Advisor Law

Life, Accident/Health Insurance licenses in the states of GA, KY, OH, SC, TN, VA, WV

Securities licenses in the states of KY, OH, SC, VA, WV

Medicare Insurance licensed in the state of WV

Interests and Activities:

Whitney is a certified Basic Archery Instructor (BAI) and is founder and Vice-President of the Homeschool Archery Club of WV that competes in NASP® tournaments throughout the school year. Whitney serves as an Elder at Main Street Church of Christ in Hurricane. His high school sweetheart, Chasity and he have two daughters and a son. The entire family enjoys outdoor activities including fishing and gardening together on the 45-acre family farm.


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Whitney Stricklin is an independent contractor of Money Concepts

note: Financial Resources & Consulting is an independent firm and not affiliated with Money Concepts

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