Robert ArmstrongCRD Number: 5311077
Current Firm: Arbor Point Advisors
Robert Armstrong (CRD# 5311077) is an Investment Advisor Representative working at Arbor Point Advisors in Duncan, OK and has over 15 years of experience in the finance industry.
|Securities America Inc.||Duncan, OK||Mar 2015 - Current||8|
|Arbor Point Advisors||Duncan, OK||Mar 2015 - Current||8|
|Arvest Asset Management||Duncan, OK||Feb 2009 - Mar 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management9,133MILLIONS
Total Number of Accounts39,792ACCOUNTS
Average Account Value$229,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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