Diane E. Armstrong

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CRD#: 2646240

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Diane Elizabeth Armstrong, CFP®, who also goes by Diane Elizabeth Mccorkle, was a registered financial professional .

Diane is a previously registered financial professional and started their career in finance in 1995. Diane had worked at 7 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Diane Elizabeth Mccorkle

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.

1. ARMSTRONG FINANCIAL SERVICES, LLC; FIXED INSURANCE SALES; as of 11/2012; CONDUCTED AT BRANCH OFFICE; INVESTMENT RELATED. SOLE OWNER of operating company for investment advisory business; Approximately less than 5% time spent during securities trading hours per month 2. Trustee for Boston Trust and Walden Funds; a registered investment company; Located at One Beacon Street, 33rd Floor, Boston, MA 02108; as of 2005; Title: Chairman of the Board/Independent Trustee; Approximately less than 1% time spent during securities trading hours per month; Not Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 16999

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PREMIER PRIVATE WEALTH, LLC

CRD#: 314516 / SEC#: 801-121765

RIA

Registered Investment Advisory firm - (7/16/2021 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 8/7/1995

General Securities Representative Examination

Current Firm

PREMIER PRIVATE WEALTH, LLC

CRD#: 314516 / SEC#: 801-121765

RIA

Registered Investment Advisory firm - (7/16/2021 Approved)

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Contact information

Main Address

725 Cool Springs Blvd. Unit 460, Franklin, TN 37067

Mailing Address

Phone number

(615) 777-2125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	197
AUM (Assets Under Management)	$ 263,535,376

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/21/2025	Cover Page	Report
08/27/2024	Cover Page	Report
08/21/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Diane E. Armstrong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

REA WEALTH MANAGEMENT

COMMONWEALTH FINANCIAL NETWORK

WEALTHSTONE ADVISORS

THE WEALTH ADVANTAGE GROUP, INC.

HAMILTON CAPITAL

BANC ONE SECURITIES CORPORATION

Primary Firm SEC Registration

PREMIER PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/1996

Series 7

Date: 8/7/1995

Current Firm

PREMIER PRIVATE WEALTH, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PREMIER PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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