TA
CFP
TA
CFP

Thomas Armstrong

24 Years of Experience
Germantown, TN
1 DisclosureBrokerSells Insurance

Thomas Armstrong is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Germantown, TN, with 24 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2176 West St, Ste 100, Germantown, TN, 38138

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History

Regulatory History (1)
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Regulatory
May 2008
Final
Other Business ActivitiesSells Insurance

Thomas is the owner of T. Armstrong CPA and an agent/broker for Shoemaker Financial Fixed Insurance. He also serves as treasurer for Shea Crossing Homeowners' Association and works as a financial professional for Shoemaker Financial, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
September 2015 - August 2023 · 7 yrs 11 mos
Securian Financial Services, INC.Broker
August 2015 - August 2023 · 8 yrs
Hd Vest Investment ServicesBroker
April 2001 - August 2015 · 14 yrs 4 mos
State Registrations8 states
INMDMSNCNHSCSDTN
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.
Thomas Armstrong - Financial Advisor | TrueAdvisor