Diane Armstrong (CRD# 2646240) is an Investment Advisor Representative working at Premier Private Wealth, LLC in Franklin, TN and has over 27 years of experience in the finance industry. Diane 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.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Premier Private Wealth, Inc. | St Augustine Beach, FL | Jun 2022 - Current | 1 |
| Armstrong Financial Services | St Augustine Beach, FL | May 2022 - Current | 1 |
| Commonwealth Financial Network | Waltham, MA | Oct 2012 - Jul 2022 | 9 |
| Armstrong Financial Services | Dublin, OH | Oct 2012 - May 2022 | 9 |
| Investment Partners, Ltd | Dublin, OH | Apr 2018 - Dec 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
- FL
-
Total Assets Under Management237MILLIONS
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Total Number of Accounts460ACCOUNTS
-
Average Account Value$515,727
- 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)
- Other
CA, FL, KY, NJ, OH, TN, TX
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