AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
HA

Howard Deane Armstrong

PERKINS FUND MARKETING, L.L.C.
Wayne, PA
·CRD# 865141·47 years experience

Professional Summary

Howard Deane Armstrong, who also goes by Doc Armstrong, Howard Deane Armstrong, is a registered financial advisor currently at PERKINS FUND MARKETING, L.L.C. located in Wayne, Pennsylvania and VIGILANT DISTRIBUTORS, LLC located in Chadds Ford, Pennsylvania. Howard is registered as a RR (Registered Representative) and started their career in finance in 1979. Howard has worked at 9 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 14, Series 24 and Series...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Doc Armstrong, Howard Deane Armstrong

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

47 years in the financial services industry

Current & Past Employments

PERKINS FUND MARKETING, L.L.C.·CRD# 45642
BD
Wayne, PA
July 28, 2022 - Present
VIGILANT DISTRIBUTORS, LLC·CRD# 285573
BD
Gateway Corporate Center, Suite 216 223 Wilmington West Chester Pike, Chadds Ford, PA 19317
March 14, 2024 - Present
KEEL POINT CAPITAL, LLC·CRD# 6769
BD
100 Church Street Suite 500, Huntsville, AL 35801
December 13, 2024 - Present
INVESTORLINK CAPITAL MARKETS, LLC·CRD# 311596
BD
Wayne, PA
May 19, 2022 - July 14, 2025
WILDERMUTH SECURITIES, LLC·CRD# 288416
BD
Ponte Vedra Beach, FL
June 3, 2021 - September 6, 2022
REGIONAL BROKERS, INC.·CRD# 30392
BD
Wayne, PA
December 4, 1992 - May 21, 2026
HARTFIELD, TITUS & DONNELLY, LLC·CRD# 7117
BD
Jersey City, NJ
August 22, 1986 - August 14, 1992
HALPERT AND COMPANY, INC.·CRD# 7094
BD
June 14, 1984 - July 22, 1986
BUTCHER & SINGER INC.·CRD# 6517
BD
May 1, 1979 - June 14, 1984

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

KP
KEEL POINT CAPITAL, LLC

BLUE CREEK | KPC | KEEL POINT CAPITAL, LLC | INVESTMENT & FINANCIAL SERVICES, INC. | BLUE CREEK SECURITIES, LLC | BLUE CREEK SECURITIES, INC.

CRD#: 6769 / SEC#: 8-22990
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Contact Information

Main Address

100 Church Street Suite 500, Huntsville, AL 35801

Mailing Address

100 Church Street Suite 500, Huntsville, AL 35801

Phone Number

(256) 704-5111

Established

Delaware since 10/24/2003

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (40 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
KEEL POINT PARTNERS, LLCSHAREHOLDER—
BATES, MICHAEL LINDSAY J.D.COO/ OPERATIONS PROFESSIONAL5822091
BEATON, DANIEL STEWARTFINOP/CFO4240769
MAYES, ROBERT CARLCEO719831
PERRY, JAMES MICHAELCCO1189342
PERRY, JAMES MICHAELPRINCIPAL1189342
PERRY, JAMES MICHAELGENERAL SECURITIES PRINCIPAL1189342

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Washington
(4/27/2026)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1980About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 1979About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Nov 1996About the Series 24 exam

Series 53 — Municipal Securities Principal Examination

Passed Mar 1996About the Series 53 exam
FINRA
SRO Registrations

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Howard Deane Armstrong's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
HA
Follow Howard
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required