Gregory ArmstrongCRD Number: 4837579
Current Firm: Armstrong Dixon
Gregory Armstrong (CRD# 4837579) is an Investment Advisor Representative working at Armstrong Dixon in Baltimore, MD and has over 16 years of experience in the finance industry. Gregory Armstrong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Equitable Advisors, LLC
Xml Financial Group
|Ade Llc (formerly: Adag Llc / Dba: Armstrong Dixon)||Baltimore, MD||Aug 2013 - Current||9|
|Lpl Financial, LLC||Baltimore, MD||Aug 2013 - Current||9|
|Triad Advisors, Inc.||Norcross, GA||Nov 2010 - Aug 2013||2|
|Planning Solutions Group, LLC||Fulton, MD||Nov 2010 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
Total Assets Under Management276MILLIONS
Total Number of Accounts766ACCOUNTS
Average Account Value$359,796
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, MA, MD, NY, OR, PA, SC, TX, VA
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