Charlton ArmstrongCRD Number: 5590124
Current Firm: Robert W. Baird & Company Incorporated
Charlton Armstrong (CRD# 5590124) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Greenville, SC and has over 14 years of experience in the finance industry.
Apex Capital Management LLC
Ae Wealth Management, LLC
|Robert W. Baird & Company Incorporated||Greenville, SC||Oct 2019 - Current||3|
|J.j.b. Hilliard, W.l. Lyons, LLC||Greenville, SC||Aug 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management275,840MILLIONS
Total Number of Accounts272,742ACCOUNTS
Average Account Value$1,011,359
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
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, WY
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