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TA

Timothy R. Armstrong

ARMSTRONG FINANCIAL
Crozet, VA
Some features on this profile are disabled
CRD#: 1901167
TA

Professional summary


Timothy Ray Armstrong, who also goes by Tim Armstrong, is a registered financial advisor currently at ARMSTRONG FINANCIAL, INC. located in Crozet, Virginia.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Timothy has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tim Armstrong

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Timothy Ray Armstrong's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 7, 2015 - Present

ARMSTRONG FINANCIAL, INC.

RIA
CRD#: 175320
Crozet, VA
Past

June 9, 2009 - August 19, 2014

FIRSTWAVE FINANCIAL

RIA
CRD#: 111044
SATELLITE BEACH, FL
Past

May 20, 2005 - December 31, 2008

FIRSTWAVE FINANCIAL

RIA
CRD#: 111044
MELBOURNE, FL
Past

August 2, 2004 - August 24, 2004

ALANAR INCORPORATED

BD
CRD#: 23225
SULLIVAN, IN
Past

June 25, 2002 - May 5, 2004

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

March 16, 1999 - June 3, 2002

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

July 18, 1997 - March 15, 1999

UAM FUND DISTRIBUTORS, INC.

BD
CRD#: 24364
BOSTON, MA
Past

July 27, 1993 - June 30, 1997

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

April 21, 1992 - June 22, 1993

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
NEW YORK, NY
Past

December 20, 1988 - March 18, 1992

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 20, 1988 - March 18, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(10/30/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/7/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AF
ARMSTRONG FINANCIAL, INC.
ARMSTRONG FINANCIAL, INC.

CRD#: 175320 / SEC#:

Florida
Registered Investment Advisory firm - (11/14/2019 Terminated)
Virginia
Registered Investment Advisory firm - (10/30/2019 Approved)
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Contact information


Main Address
Crozet, VA
Mailing Address
Phone number
(321) 537-9468
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts67
AUM (Assets Under Management)$ 30,605,911

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARMSTRONG FINANCIAL, INC.

CRD#: 175320Crozet, VA

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