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Robert George Armstrong

INTEGRITY ADVISORY SOLUTIONS
Friendsville, TN
·CRD# 4357211·25 years experience

Professional Summary

Robert George Armstrong is a registered financial advisor currently at INTEGRITY ADVISORY SOLUTIONS located in Friendsville, Tennessee. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

25 years in the financial services industry

Current & Past Employments

Current

INTEGRITY ADVISORY SOLUTIONSCurrent·CRD# 288817
RIA
Friendsville, TN
May 14, 2024 - Present

Past

1ST GLOBAL ADVISORS INCPast·CRD# 111133
RIA
San Diego, CA
October 18, 2002 - December 31, 2014
1ST GLOBAL CAPITAL CORP.Past·CRD# 30349
BD
San Diego, CA
October 18, 2002 - December 31, 2014
WOODBURY FINANCIAL SERVICES, INC.Past·CRD# 421
BD
Oakdale, MN
March 22, 2001 - October 25, 2002

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Current Firm

IA
INTEGRITY ADVISORY SOLUTIONS

ADR WEALTH MANAGEMENT, LLC | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | POLYCHRONIS FINANCIAL | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LITHERLAND, KENNEDY & ASSOCIATES | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | IFC NATIONAL MARKETING | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CURRY WEALTH PLANNING | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH | ALLIANCE APETE FINANCIAL | ADVISORY SYNERGIES

CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - SEC (1/20/2022 Approved)
Arizona
Registered Investment Advisory firm - Arizona (2/8/2022 Terminated)
Florida
Registered Investment Advisory firm - Florida (2/8/2022 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (2/9/2022 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (2/8/2022 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (2/10/2022 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (2/9/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (2/8/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1445 Ross Ave Fl 55, Dallas, TX 75202

Mailing Address

4135 Nw Urbandale Dr, Des Moines, IA 50322

Phone Number

(214) 919-2165

# of Employees

113

SEC notice filing (43 States and Territories)

Registered to provide investment advisory services in 43 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IAS FORM ADV, PART 2A BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,143

AUM (Assets Under Management)

$1,103,455,772

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) American Academy of Estate Planning Attorneys; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Membership organization; President; 03/13/1993; 160 hours per month; 0 hours during security hours; Executive leadership of the firm. 2) Alabama Real Estate Rental Property; Not investment related; 3061 Marmore Rd, Friendsville, TN 37737; Rental Property; Owner/Landlord; 03/19/2024; 3 hours per month; 3 hours during security hours; rental property. 3) American Academy Life and Health; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Fixed insurance; Co-Owner; 04/15/2024; 2 hours per month; 2 hours during security hours; Help American Academy of Estate Planning Attorney Members get into the insurance business through Ash Brokerage. 4) American Academy Wealth; Investment Related; 50 Karl Ave, Suite 202, Smithtown, NY 11787; Manage estate planning attorneys involved in wealth management; Secretary & Advisor; 03/18/2024; 50 hours per month; 40 hours during security hours; Recruit attorneys, Management decisions. 5) Armstrong, Fisch and Tutoli; Not Investment Related; 6050 Santo Rd, Suite 240, San Diego, CA 92124; Estate Planning Law Firm; Owner; 04/15/1980; 0 hours per month; 0 hours during security hours; Estate planning attorney. 6) RGA Limited Partnership; Not Investment Related; 3061 Marmore Rd, Friendsville, TN 37737; Holding Company; General Partner/Limited Partner; 12/10/1990; 3 hours per month; 0 hours during security hours; File Tax Returns, Monitor Investments, Manage Rental Real Estate in Alabama.

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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".
IA
INTEGRITY ADVISORY SOLUTIONS

ADR WEALTH MANAGEMENT, LLC | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | POLYCHRONIS FINANCIAL | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LITHERLAND, KENNEDY & ASSOCIATES | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | IFC NATIONAL MARKETING | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CURRY WEALTH PLANNING | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH | ALLIANCE APETE FINANCIAL | ADVISORY SYNERGIES

CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - SEC (1/20/2022 Approved)
Arizona
Registered Investment Advisory firm - Arizona (2/8/2022 Terminated)
Florida
Registered Investment Advisory firm - Florida (2/8/2022 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (2/9/2022 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (2/8/2022 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (2/10/2022 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (2/9/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (2/8/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Tennessee
(5/14/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2024About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Nov 2001About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2014About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2001About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert George Armstrong's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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