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David Lawrence Armstrong

CS Planning Corp.

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About David Lawrence Armstrong

David Armstrong is an investment advisor representative for CS Planning Corp. David Armstrong is a licensed investment advisor in Massachusetts, New York, and Texas. David Armstrong has been working in the financial industry since 1997, and has held previous positions at Oppenheimer & Co. Inc. and CIBC World Markets Corp. David Armstrong's registration is active in the State of Oregon. David Armstrong specializes in providing financial planning and portfolio management services to high net worth individuals and other individuals.

Firm Information

David Armstrong is currently registered with CS Planning Corp.. CS Planning Corp. is a financial advisor headquartered in Portland, OR. The firm offers a range of services, including financial planning and portfolio management for individuals and businesses. They manage over $957 million in assets for 4,650 clients, primarily individuals (both high-net-worth and others) and businesses.
CS Planning Corp.

3395 SW GARDEN VIEW AVE

PORTLAND, OR 97225

$957.86M

Assets Under Management

6

Total Clients

33

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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David Armstrong’s Registration & Firm History

OR

07/12/2013 - Present

CS Planning Corp. (PORTLAND OR)

MA

01/03/2003 - 08/24/2006

OPPENHEIMER & CO. INC. (BOSTON MA)

NY

02/04/1997 - 01/03/2003

CIBC WORLD MARKETS CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/06/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lawrence Armstrong.
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