SW
SW

Susan Robin Riser Whitlock

13 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
291 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$312.3M

Fee Structure

Financial Planning:Included in AUM fee
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Location

107 Kilson Dr., Ste 206, Mooresville, NC, 28117

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History

Regulatory History (1)
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Regulatory
January 2017
Final
Other Business ActivitiesSells Insurance

Susan is a 100% owner of Templar Accounting & Business Services, Inc. since 2006, providing tax preparation and advice, dedicating minimal time outside of tax season. She is also a 50% owner of RIA Sources, LLC, providing HR and payroll services, and Infinite Wealth Advisors, LLC, where she provides controller responsibilities, financial planning, and investment advice, and is a member of Wicked Holdings, LLC.

Employment History
Current Registrations
Namcoa
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Bay Colony Advisors
November 2013 - December 2016 · 3 yrs 1 mo
Main Street Advisors, LLC
October 2011 - October 2013 · 2 yrs
State Registrations4 states
AZFLNCTX
Advisor
Exams
No exam information available for this advisor.
Susan Robin Riser Whitlock - Financial Advisor | TrueAdvisor