David Armstrong
CRD Number: 4032241Current Firm: Monument Wealth Management
Compensation Model: Both
David B. Armstrong is President and Co-founder of Monument Wealth Management, a registered investment advisor (RIA) located in Old Town Alexandria. Founded in 2008, Monument is an independent financial advisory firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.
Recognized as by the Washington Business Journal as a Best Place to Work in DC every year since 2013, we share a unique culture and team-based perspective to creating solutions for our clients. Please see our videos and our award-winning blog at www.monumentwealthmanagement.com to learn more
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Monument Wealth Management | Alexandria, VA | Feb 2013 - Current | 11 |
Lpl Financial, LLC | Alexandria, VA | May 2008 - Dec 2018 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
S66 | NASAA Uniform Combined State Law Examination | Nov 1999 |
- MD
- TX
- VA
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Total Assets Under Management400MILLIONS
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Total Number of Accounts837ACCOUNTS
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Average Account Value$477,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DC, FL, MD, NC, NJ, NY, TX, VA
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