Unclaimed Profile

Michelle Lauren Whitlock

ALPHA OMEGA GROUP, INC.·RESTON, Virginia

SIE, Series 7, Series 66CFPClean record13 years registeredALPHA OMEGA GROUP, INC.

11911 FREEDOM DRIVE, RESTON, VA 20190CRD# 5667988Firm CRD# 159026

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle Lauren Whitlock · RESTON, VA

Registration

CRD #5667988 · ALPHA OMEGA GROUP, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALPHA OMEGA GROUP, INC.

AOG WEALTH MANAGEMENT

May 2013 – Jan 2022

RESTON, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 14, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALPHA OMEGA GROUP, INC.

CRD 159026 · SEC 801-77736

AUM

$341M

Regulatory assets under management

Employees

1,056 client accounts

Services offered by ALPHA OMEGA GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at ALPHA OMEGA GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Michelle Lauren Whitlock offer?

Michelle Lauren Whitlock specializes in Financial Planning, Investment Management.

What are Michelle Lauren Whitlock's credentials?

Michelle Lauren Whitlock holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michelle Lauren Whitlock located?

Michelle Lauren Whitlock is based in RESTON, Virginia, last registered with ALPHA OMEGA GROUP, INC..

How does Michelle Lauren Whitlock charge for services?

Michelle Lauren Whitlock'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 ALPHA OMEGA GROUP, INC.?

ALPHA OMEGA GROUP, INC. has approximately 12 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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