Whitney Prescott Stricklin

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → Present
  Wps, Llc
  Scott Depot, WV
• 02/2008 → Present
  Acme Properties, Llc
  Scott Depot, WV
• 01/2015 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2009-08-11 → 2015-02-02
  Mml Investors Services, Llc
  Scott Depot, WV
  Cleveland, OH
  Hurricane, WV
• 2005-04-18 → 2009-09-04
  Msi Financial Services, Inc.
  Scott Depot, WV
  Hurricane, WV
  Scott Depot, WV

Other Businesses

(1)NAME: WPS, LLC/ DBA: FINANCIAL RESOURCES & CONSULTING. NON INVESTMENT RELATED/INVESTMENT RELATED. POSITION: MANAGING MEMBER/OWNER. SOLE MEMBER. SIGNATORY AUTHORITY ON CHECKING/OPERATING ACCOUNT. NATURE: HEALTH, MEDICARE ADVANTAGE, PDP GROUP. DENTAL, DISABILITY. START DATE: 04/2007 TOTAL HR/MO: 8 NO. HR/MO DURING SEC TRADING: HR/MO (2)NAME: ACME PROPERTIES, LLC . NON INVESTMENT RELATED. MANAGING MEMBER/OWNER. RENTAL OF COMMERCIAL OFFICE SPACE. SOLE MEMBER SIGNATORY AUTHORITY ON CHECKING/APERATING ACCOUNT. REAL STATE RENTAL & LEASING. LEASE AGREEMENTS. LEASE PAYMENT/DISTRIBUTONS. START DATE: 02/2008 . TOTAL NO. HR/MO: 3 . DURING SEC TRADING NO. HR/MO:2 (3)NAME: WHITNEY P. STRICKLIN, CFP . NON-INV REL:PUBLIC SPEAKING POSITION: SELF-SOLE PROPIETOR. START DATE: 04/2013 .DUTIES:CONTRACTED SPEAKER. 4. Surprise Valley Youth Camp, 151 Surprise Valley Rd. Beckley, WV 25801. Board Member, Director, non -investment related, 1-10% time spent on activity during securities hrs. 5. Ignite Athletics, 65 Chase Park Hurricane, WV 25526. Board Member, Director. Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-17
• S63 Uniform Securities Agent State Law Examination
  2001-10-13

Designations

• Certified Financial Planner