Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Armstrong is an investment advisor representative with The Marshall Financial Group LLC. John has worked in the financial industry for over 14 years. John is a registered investment advisor in Maryland and Texas. John holds the Series 3, 6, 7, 63, and 65 licenses. John has experience working with clients of all types including high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, corporations, and individuals. John's experience includes providing financial planning, portfolio management, and investment advisory services. John previously worked at Purshe Kaplan Sterling Investments, Pacer Financial, Inc., T. Rowe Price Investment Services, Inc., and Campbell Financial Services, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
04/19/2023 - Present
THE Marshall Financial Group LLC (HUNT VALLEY MD)
MD
07/12/2022 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (Hunt Valley MD)
PA
07/29/2021 - 06/09/2022
PACER FINANCIAL, INC. (MALVERN PA)
MD
09/20/2018 - 08/02/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
03/25/2013 - 08/30/2018
CAMPBELL FINANCIAL SERVICES, LLC (BALTIMORE MD)
NJ
06/12/2008 - 01/24/2012
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 07/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2013
Series 3 - National Commodity Futures Examination
BC
Issued 03/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure John Armstrong is the right advisor for you? Invested Better is here to help.
