Daniel Armstrong is a CFA-designated registered investment advisor, based in Cincinnati, OH, with 14 years of industry experience.
Location
Cincinnati, OH
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a managing member at Solido Insurance, selling life, LTC, and DI insurance, dedicating about half of his time. He is also a registered representative with The Leaders Group and involved with First Financial Resources and Benefit Funding Services LLC, all while spending minimal time on these additional roles.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Solido Financial LLC
Previous Registrations
W&s Brokerage Services, INC.Broker
W&s Brokerage Services, INC.Broker
State Registrations5 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.