GA
CFP
GA
CFP

Gregory Paul Armstrong

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

1500 Sulgrave Ave, Baltimore, MD, 21209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregory spends about a third of his time on non-variable insurance, including life, disability, and long-term care insurance. He also owns Sulgrave Associates, LLC (real estate rental), Armstrong and Dixon Advisor Group Inc (business entity for tax/investment purposes), ADE LLC (registered investment advisor), and works as an agent for Capitol Metro Financial Services, dedicating minimal time to each of the latter three.

Employment History
Current Registrations
Armstrong Dixon
August 2013 - Present · 12 yrs 6 mos
LPL Financial LLCBroker
August 2013 - Present · 12 yrs 6 mos
LPL Financial LLC
August 2013 - Present · 12 yrs 6 mos
Previous Registrations
Planning Solutions Group, LLC
November 2010 - August 2013 · 2 yrs 9 mos
Triad Advisors, INC.Broker
November 2010 - August 2013 · 2 yrs 9 mos
Lincoln Financial Advisors Corporation
June 2006 - November 2010 · 4 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
April 2006 - November 2010 · 4 yrs 7 mos
New England SecuritiesBroker
August 2004 - April 2006 · 1 yr 8 mos
State Registrations11 states
DCDEFLGAMDNCNYPASCVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gregory Paul Armstrong - Financial Advisor | TrueAdvisor