Barry Armstrong, financial advisor Cranston RI
18 score

Barry Armstrong

CRD Number: 1305112
Current Firm: Securities America Advisors, Inc.

Barry Armstrong (CRD# 1305112) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cranston, RI and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Armstrong Inc, LLC Medfield, MA Mar 2007 - Current 9
Securities America, Inc. Needham, MA Jan 2007 - Current 9
Securities America Advisors, Inc. Needham, MA Jan 2007 - Current 9
Armstrong Advisory Group, Inc. Needham, MA Jan 2004 - Current 12
Money Matters Radio, Inc. Needham, MA May 1997 - Current 19
Woodbury Financial Services, Inc. Woodbury, MN Feb 2004 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
S65 NASAA Investment Advisors Law Examination Jan 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Barry G. Armstrong
Phone Number: 402-399-9111
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
18

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