Joseph Armstrong, financial advisor Houston TX

Joseph Armstrong

CRD Number: 1558192
Current Firm: Gwn Securities Inc.

Joseph Armstrong (CRD# 1558192) is an Investment Advisor Representative working at Gwn Securities Inc. in Houston, TX and has over 37 years of experience in the finance industry.

Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
Scott Bishop, financial advisor Houston TX
Scott A. Bishop
CRD# 2687188
Hightower Advisors, LLC
Similar Advisors
Ashley Foster, financial advisor Houston TX
Ashley M. Foster
CRD# 5462249
Nxt:gen Financial Planning
Company Name Location Dates Years
Gwn Securities, Inc. Palm Beach Gardens, FL Jan 2019 - Current 5
Ensite Financial Services, Inc. Houston, TX Jan 2019 - Current 5
Mml Investors Services, LLC Houston, TX Mar 2017 - Jan 2019 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Jan 2019 2
Metlife Securities Inc. Houston, TX May 2015 - Mar 2017 1
Royal Alliance Associates, Inc. Houston, TX Dec 2007 - May 2015 7
Ensite Financial Services, Inc. Houston, TX Oct 2002 - May 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Joseph A. Armstrong
Phone Number: 561-472-2700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,080
    MILLIONS
  • Total Number of Accounts
    62,656
    ACCOUNTS
  • Average Account Value
    $49,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Joseph Armstrong and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.