BA
BA

Bradley Armstrong

13 Years of Experience
Great Falls, MT
Broker

Bradley Armstrong is a registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 13 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8 Third Street North, Great Falls, MT, 59401-3104

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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 Activities

Bradley is an investor in Glory Days Grill, Armstrong Kearney Properties, and Armstrong Family Farm, and a 50% owner of Armhaus LLC rental property. He is also the president/chapter lead for the non-profit American Outlaws Charlottesville, spending a few hours per week organizing charitable events.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
September 2021 - Present · 4 yrs 10 mos
D.A. Davidson & CO.
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - September 2021 · 7 mos
Truist Investment Services, INC.Broker
February 2021 - September 2021 · 7 mos
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
December 2012 - January 2013 · 1 mo
Scott & Stringfellow, LLCBroker
November 2012 - January 2013 · 2 mos
State Registrations23 states
ALARCACOCTFLGAHIINLAMAMDNCNJNMNYOHPATXUTVAVTWV
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.