Judy Armstrong
Judy Armstrong is a registered investment advisor at LPL Financial LLC, based in Brooksville, FL, with 15 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
Brooksville, FL
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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
Judy is involved in several business activities, including Toastmasters, Lipton Design (owner), Future Home Realty (real estate agent), 65 Up (insurance agent for Medicare products), Independent Financial Solutions (DBA for LPL business), Life Brokerage Financial Group (insurance agent for LTC, fixed annuities, and term life), Livingston Financial Group (DBA for LPL business), Gulley Financial Advice & Management (DBA for LPL business), Elizabeth Townes CPA (tax preparation), and Armstrong Ingenuity LLC (insurance agency). She dedicates about a quarter of her time to Life Brokerage Financial Group and Gulley Financial Advice & Management, about 10-20% of her time to 65 Up, a few hours per week to Toastmasters, Future Home Realty, and Elizabeth Townes CPA, minimal time to Armstrong Ingenuity LLC, and about 10-20% of her time to Lipton Design when not trading securities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Pruco Securities, LLC.Broker
State Registrations8 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.