Nancy Armstrong is a registered investment advisor at LPL Financial LLC, based in Normal, IL, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1100 Beech St., Bldg 9, Normal, IL, 61761
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nancy operates under The Drake Zimmerman Group as a DBA for her LPL business and Zimmerman & Armstrong Tax Services, where she provides tax preparation and accounting services, dedicating about 10-20% of her time during tax season and minimal time during trading. She is also associated with Zimmerman and Armstrong Investment Advisors and works as a Notary, dedicating minimal time to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
Zimmerman & Armstrong Investment Advisors
First Allied Securities, INC.Broker
First Affiliated SecuritiesBroker
First Affiliated Securities, INC.Broker
State Registrations16 states
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.