Robin Whitlock, EA, AIF, MT
Chairperson & Investment Adviser Representative
Click here to view or download: Robin Whitlock's ADV2b
Educational Background and Professional Designations:
Post-Secondary Education
- Accredited Investment Fiduciary designee (AIF®), Center for Fiduciary Studies 2017
- University of North Carolina – Chapel Hill, NC. Attended 1992-1993. Course of Study: Pre-Pharmacy
- University of North Carolina – Charlotte, NC. Attended 1995-1997. Course of Study: Biology, Chemistry
- Strayer University – Charlotte, NC. Graduate 2011. Bachelor of Science Degree: Accounting
- Boston University – Boston, MA. CFP Board-Registered Program. Certificate of Financial Planning October 2018.
- Villanova University – Villanova, PA. Graduate 2021. Master of Taxation - Charles Widger School of Law, Concentration Estate Planning
Examinations & Licenses:
- Enrolled Agent- Federally Licensed Practitioner Specializing in Taxation 2017
- NASAA: Series 65 (Investment Adviser Law) 2010
- North Carolina Life, Annuity and Health Insurance License also life and annuity licensed in the following non-resident states: AK, AL, AZ, FL, GA, IL, IN, MI, NC, NV, OK, SC, TN, TX, VA, WA and WV.