Zachary ArmstrongCRD Number: 5924693
Current Firm: Lpl Financial LLC
Zachary Armstrong (CRD# 5924693) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 10 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Sigma Planning Corporation||Ann Arbor, MI||Aug 2020 - Current||3|
|Sigma Financial Corporation||Ann Arbor, MI||Jul 2021 - Jul 2021||< 1|
|Siena Wealth Advisors||Grand Ledge, MI||Sep 2013 - Aug 2020||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
|S66||NASAA Uniform Combined State Law Examination||Aug 2021|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- 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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