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Melissa Lynn Whitley

WOODSTOCK FINANCIAL GROUP, INC.·WOODSTOCK, Georgia
Series 27Clean recordWOODSTOCK FINANCIAL GROUP, INC.
117 TOWNE LAKE PARKWAY, WOODSTOCK, GA 30188CRD# 2615710Firm CRD# 38095

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Lynn Whitley · WOODSTOCK, GA
Registration
CRD #2615710 · WOODSTOCK FINANCIAL GROUP, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WOODSTOCK FINANCIAL GROUP, INC.
CRD 38095 · SEC 801-65881
AUM
$246M
Regulatory assets under management
Employees
60
1,857 client accounts
Services offered by WOODSTOCK FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOODSTOCK FINANCIAL GROUP, INC. →
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04

Frequently Asked Questions

What services does Melissa Lynn Whitley offer?
Melissa Lynn Whitley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODSTOCK, Georgia for a consultation.
What are Melissa Lynn Whitley's credentials?
Melissa Lynn Whitley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Lynn Whitley located?
Melissa Lynn Whitley is based in WOODSTOCK, Georgia, working with WOODSTOCK FINANCIAL GROUP, INC.. Their office serves clients in the WOODSTOCK metropolitan area and surrounding communities.
How does Melissa Lynn Whitley charge for services?
Melissa Lynn Whitley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODSTOCK FINANCIAL GROUP, INC.?
WOODSTOCK FINANCIAL GROUP, INC. has approximately 60 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WOODSTOCK FINANCIAL GROUP, INC.

Dale Conrad Welty
WOODSTOCK, GA
Geoffrey Teale Chalmers
WOODSTOCK, GA

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Research
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