BA
CFP
BA
CFP

Bradley Armstrong

39 Years of Experience
Ottawa, IL
BrokerSells Insurance

Bradley Armstrong is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ottawa, IL, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1410 Aquarius Circle, Ottawa, IL, 61350

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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

Bradley is an advisor at Armstrong & Associates, Inc., owns rental real estate, and is a director at First Ottawa Bancshares, Inc. He also sells fixed annuities, health insurance, and life insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2016 - Present · 10 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2016 - Present · 10 yrs 1 mo
Armstrong & Associates, INC.
January 1998 - Present · 28 yrs 4 mos
Previous Registrations
LPL Financial LLC
April 1998 - April 2016 · 18 yrs
LPL Financial LLCBroker
July 1988 - April 2016 · 27 yrs 9 mos
Nml Equity Services, INC.Broker
August 1987 - August 1988 · 1 yr
Robert W. Baird & CO. IncorporatedBroker
August 1987 - August 1988 · 1 yr
Richard B. Vance & CompanyBroker
July 1986 - June 1987 · 11 mos
K. J. Brown & CO., INC.Broker
May 1986 - June 1986 · 1 mo
State Registrations24 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.