Robert Armstrong, financial advisor Duncan OK
93 score

Robert Armstrong

CRD Number: 5311077
Current Firm: Arbor Point Advisors

Robert Armstrong (CRD# 5311077) is an Investment Advisor Representative working at Arbor Point Advisors in Duncan, OK and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Arbor Point Advisors Duncan, OK Mar 2015 - Current 1
Securities America Inc. Duncan, OK Mar 2015 - Current 1
Arvest Asset Management Duncan, OK Feb 2009 - Mar 2015 6
Merrill Lynch, Pierce, Fenner & Smith Tulsa, OK Mar 2007 - Dec 2008 1
Jim Glover Chevrolet Tulsa, OK Dec 2002 - Mar 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Robert A. Armstrong
Phone Number: 402-399-9111
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    3,322
    ACCOUNTS
  • Average Account Value
    $166,293
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
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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