RA
CFP
RA
CFP

Richard David Armstrong

5 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
271 clients
Average Client Portfolio
$726K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

Wildwood, MO

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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 Activities

Richard is an instructor for Dalton Education by CeriFi, teaching CFP courses since March 2023. He also teaches financial literacy to the military for Magellan Federal since March 2025; neither activity is investment-related.

Employment History
Current Registrations
Faith Investor Services
April 2025 - Present · 10 mos
Previous Registrations
Moneta Group Investment Advisors, LLC
May 2023 - March 2025 · 1 yr 10 mos
Triune Financial Partners, LLC
December 2020 - March 2023 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2019 - November 2020 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - November 2020 · 1 yr 1 mo
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Richard David Armstrong - Financial Advisor | TrueAdvisor