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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Armstrong is a wealth management advisor at Arbor Point Advisors. Robert has been in the financial services industry since 2007. Robert holds the Series 7, Series 66, and SIE securities licenses, as well as the State of Oklahoma Investment Advisor Representative license and the State of Texas Investment Advisor Representative license. Robert's expertise includes investment advisory, financial planning, and portfolio management for individuals and businesses. Arbor Point Advisors provides investment advisory services to individuals, families, and businesses with a focus on financial planning, retirement planning, and investment management.
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.
A percentage of the total value of assets under management is charged.
1
2
OK
10/06/2015 - Present
Arbor Point Advisors (DUNCAN OK)
OK
03/16/2015 - 06/14/2024
SECURITIES AMERICA, INC. (DUNCAN OK)
OK
03/09/2009 - 03/17/2015
ARVEST ASSET MANAGEMENT (DUNCAN OK)
OK
06/12/2007 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAWTON OK)
BOTH
Issued 07/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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