Armistead Burwell is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 6 years of industry experience. Armistead is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5600 Glenridge Dr, Suite 200-E, Atlanta, GA, 30342
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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.
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Armistead owns 100% of Boxwood Financial Services LLC and is transitioning it to Finet, dedicating no time to it. He is also the trustee of his mother's revocable living trust, spending no time on it.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wipfli Financial Advisors, LLC
Ifg Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations32 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.
Exams
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