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GA
CFP
GA
CFP

Gregory Armstrong

LPL Financial LLC
22 Years of Experience
Baltimore, MD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gregory Armstrong is a CFP-designated registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 22 years of industry experience. Gregory 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1500 Sulgrave Ave, Baltimore, MD, 21209

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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

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
August 2013 - Present · 13 yrs 2 mos
LPL Financial LLCBroker
August 2013 - Present · 13 yrs 2 mos
LPL Financial LLC
August 2013 - Present · 13 yrs 2 mos
Previous Registrations
Planning Solutions Group, LLC
November 2010 - August 2013 · 2 yrs 9 mos
Triad Advisors, INC.Broker
November 2010 - August 2013 · 2 yrs 9 mos
Lincoln Financial Advisors Corporation
June 2006 - November 2010 · 4 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
April 2006 - November 2010 · 4 yrs 7 mos
New England SecuritiesBroker
August 2004 - April 2006 · 1 yr 8 mos
State Registrations11 states
DCDEFLGAMDNCNYPASCVAWV
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.
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