Robert Armstrong, financial advisor Troy MI
83 score

Robert Armstrong

CRD Number: 1269827
Current Firm: Wfg Advisors, LP

Robert Armstrong (CRD# 1269827) is an Investment Advisor Representative working at Wfg Advisors, LP in Troy, MI and has over 32 years of experience in the finance industry.

Similar Advisors
Greg Brown, financial advisor Troy MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Score
105
Similar Advisors
James Carnaghi, financial advisor Troy MI
James R. Carnaghi
CRD# 6431871
Spc
Score
99
Similar Advisors
Ryan Fedricks, financial advisor Troy MI
Ryan L. Fedricks
CRD# 6177716
Plante Moran Financial Advisors
Score
103
Company Name Location Dates Years
Wfg Investments Inc. Dallas, TX Aug 2010 - Current 6
Ameriprise Financial Services, Inc. Troy, MI Oct 2009 - Aug 2010 < 1
H&r Block Financial Advisors, Inc. Troy, MI Jun 1990 - Oct 2009 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Apr 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert T. Armstrong
Phone Number: 972-661-8700
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,466
    MILLIONS
  • Total Number of Accounts
    9,918
    ACCOUNTS
  • Average Account Value
    $147,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Robert Armstrong and other advisors.
BADGES
83

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.