Gregory Armstrong is a CFP-designated registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 21 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
1500 Sulgrave Ave, Baltimore, MD, 21209
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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
Gregory spends about a third of his time on non-variable insurance, including life, disability, and long-term care insurance. He also owns Sulgrave Associates, LLC (real estate rental), Armstrong and Dixon Advisor Group Inc (business entity for tax/investment purposes), ADE LLC (registered investment advisor), and works as an agent for Capitol Metro Financial Services, dedicating minimal time to each of the latter three.
Employment History
Current Registrations
Armstrong Dixon
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Planning Solutions Group, LLC
Triad Advisors, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
New England SecuritiesBroker
State Registrations11 states
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