Armstrong Wealth Management Group - Florence, South Carolina Area since Apr 2002
President
First Union Securities - Florence, South Carolina Area 1997 - 2002
Financial Advisor
Education:
Defense Intelligence College 1991 - 1992
MS, Strategic Intelligence
University of Southern California 1983 - 1987
BA, International Relations
Skills:
Wealth Management Retirement Investments Estate Planning Wealth Investment Advisory Investment Strategies Retirement Planning High Net Worth Individuals Asset Management Wealth Accumulation Trusts Financial Planning Insurance Planning Wealth Preservation Financial Advice Financial Services Finance Asset Protection Strategies Comprehensive Wealth Management Long Term Care Retirement Income Strategies Securities Investment Management Intergenerational Wealth Transfer Long Term Care Insurance 529 Plans
Interests:
Working Out Trying To Stay Physically Fit Spending Time With Family Spending Time With His Family Reading
Languages:
English French
Awards:
The Most Dependable(TM) Wealth Managers of the Southeast Goldline Research (as seen in Forbes®). Goldline Research uses a rigorous proprietary research process to evaluate tens of thousands of service providers each year in numerous industries. Award based on experience, references, assets under management and regulatory record. Additional information available at www.wcorg.com and Forbes® November 12, 2007 issue. Award based on experience, references, assets under management and regulatory record. Chairman’s Council LPL Financial From 2007-2013.
He also consistently ranks in the top 2% of LPL Financial’s more than 12,000 financial advisors based on production. Book Feature: Creating Jobs through Entrepreneurship Billy Campbell One of the Best Financial Advisors for Doctors Medical Economics Magazine He was one of the three in South Carolina and the only one in the Pee Dee.
http://www.memag.com. Award based on experience, geography, fee arrangements, minimum portfolio requirements and overall good standing. Award based on experience, geography, fee arrangement, minimum portfolio requirements and overall good standing. One of the Top Ten Financial Advisors in South Carolina Barron’s Magazine The state-by-state system of analyzing financial advisors, as well as LPL Financial, is based on assets under management, revenue generated for their firms, quality of service and regulatory records.
Certifications:
Certified Private Wealth Advisor Investment Management Consultants Association (Imca)