Timothy Armstrong, financial advisor Crozet VA

Timothy Armstrong

CRD Number: 1901167
Current Firm: Armstrong Financial, Inc.

Timothy Armstrong (CRD# 1901167) is an Investment Advisor Representative working at Armstrong Financial, Inc. in Crozet, VA and has over 34 years of experience in the finance industry. Timothy 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.

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Professional Designations
Company Name Location Dates Years
Armstrong Financial, Inc. Crozet, VA Jun 2020 - Current 3
Armstrong Financial, Inc. Charlottesville, VA Sep 2019 - Jun 2020 < 1
Armstrong Financial, Inc. Indialantic, FL Jul 2018 - Sep 2019 1
Armstrong Financial, Inc. Melbourne, FL Feb 2015 - Jul 2018 3
Self Melbourne, FL Aug 2014 - Feb 2015 < 1
Cpa Wealth Management Services Melbourne, FL Sep 2004 - Aug 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Timothy R. Armstrong
Phone Number: 321-537-9468
Registered State(s):
  • VA
Current Firm Details
Armstrong Financial, Inc.
Firm's CRD Number: 175320
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $375,509
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

VA

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