RA
RA

Reginald Armstrong

28 Years of Experience
Florence, SC
BrokerSells Insurance

Reginald Armstrong is a registered investment advisor at LPL Financial LLC, based in Florence, SC, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1807 W Evans St Ste A, Florence, SC, 29501-3374

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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

Reginald operates under the DBA Armstrong Wealth Management Group since 2002, which is also a DBA for his LPL business since 2018, consuming more than full-time hours. He is also the Director of the Permanent Diaconate for the Diocese of Charleston since 2023, dedicating about 10-20% of his time.

Employment History
Current Registrations
LPL Financial LLC
November 2004 - Present · 21 yrs 10 mos
LPL Financial LLCBroker
April 2002 - Present · 24 yrs 5 mos
Previous Registrations
First Union Securities, INC.Broker
October 1999 - April 2002 · 2 yrs 6 mos
First Union Capital Markets CORP.Broker
August 1997 - October 1999 · 2 yrs 2 mos
State Registrations30 states
ALCACOCTDCFLGAILINKYMAMDMEMNMOMSMTNCNHNJOHOKPASCTNTXVAWAWIWV
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.
Reginald Armstrong - Financial Advisor | TrueAdvisor