Claudie Armstrong
Claudie Armstrong is a registered investment advisor at LPL Financial LLC, based in Greensboro, NC, with 30 years of industry experience. Claudie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
620 Green Valley Rd Ste 306, Greensboro, NC, 27408
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2005Other Business Activities
Claudie is associated with Innovative Financial Solutions, LLC, operating under a DBA in Greensboro, NC, since 2008. The filing does not specify the nature of this business activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations3 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.
Exams
More Advisors
- James Wilkie, CFPLPL Financial LLC
- Matthew Mccoy, CFPLPL Financial LLC
- Regina MccormickLPL Financial LLC
- Jonathan Peters, CFPLPL Financial LLC
- Stephen Sexton, CFPLPL Financial LLC
- Michael Sandlin, CFPLPL Financial LLC