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Christine Linda Armstrong

Charles Schwab & CO., Inc.

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About Christine Linda Armstrong

Christine Armstrong is a financial professional with over 20 years of experience in the industry. Christine is currently registered with Charles Schwab & Co., Inc. and has a Series 7, Series 63, and Series 99TO license. Christine is also a registered representative in 53 states. Prior to working at Charles Schwab & Co., Inc. Christine was employed with SAMCO CAPITAL MARKETS, INC., PENSON FINANCIAL SERVICES, INC., and SERVICE ASSET MANAGEMENT COMPANY. Christine specializes in financial planning and provides advisory services to individuals. Christine works with both individuals and other financial professionals.

Firm Information

Christine Armstrong is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Christine Armstrong’s Registration & Firm History

TX

09/22/2021 - Present

Charles Schwab & CO., Inc. (Austin TX)

TX

05/19/2006 - 06/23/2021

SAMCO CAPITAL MARKETS, INC. (AUSTIN TX)

TX

02/03/2003 - 05/19/2006

PENSON FINANCIAL SERVICES, INC. (DALLAS TX)

TX

05/21/2002 - 02/03/2003

SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)

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Licenses & Designations

BC

Issued 07/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Christine Linda Armstrong.
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