Client Service Manager To Doctors, Retirees, And Busy Professionals
CurrentAssists in servicing client non-investment related needs, which includes handling client accounts and customer service, as well as office administration. The firm that has grown to seven team members and the advisors collectively serve over $330 million in brokerage and advisory assets through LPL Financial for over 500 families locally and around the world.*The Armstrong Wealth Management Group WealthProtect System is an investment risk control system designed (but not guaranteed) to limit significant losses in major bear markets (excess of 30% loss from market peak to market trough). It is NOT designed to prevent normal market losses (under 20%). No strategy can assure a profit or protect from a loss. Occasional false signals can reduce returns. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to their accuracy or completeness. The financial consultants at the Armstrong Wealth Management Group are registered representatives with, securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above.For a list of states in which the financial consultants affiliated with the Armstrong Wealth Management Group are registered to do business, please visit www.armstrongwealth.com.