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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Armstead is a financial advisor with over 40 years of experience. John has been registered with the Securities and Exchange Commission (SEC) since 1982 and has held various roles in the financial industry. John is currently affiliated with Cambridge Investment Research Advisors, Inc., a company that provides a wide range of financial services to individuals, businesses, and organizations. John also has experience with Protected Investors of America.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
06/10/2016 - Present
Cambridge Investment Research Advisors, Inc. (San Francisco CA)
CA
06/04/1991 - 07/22/2016
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
NE
06/29/1982 - 06/06/1991
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2007
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 05/03/1994
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1991
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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