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Taylor Wilson Armstrong

Secure Asset Management, LLC

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About Taylor Wilson Armstrong

Taylor Armstrong is a financial advisor with Secure Asset Management, LLC, based in Portland, OR. Taylor has been in the industry since September 2019. Taylor is registered with the state of Washington as an Investment Advisor Representative (IAR) and holds FINRA Series 66, 7TO and SIE licenses. Taylor works with individuals and families, and offers financial planning, pension consulting, selection of other advisors and portfolio management. Previously, Taylor worked at Concorde Investment Services, LLC in Mercer Island, WA. Taylor also has experience as an analyst with Real Estate Transition Solutions in Kirkland, WA.

Firm Information

Taylor Armstrong is currently registered with Secure Asset Management, LLC. Secure Asset Management, LLC is an investment advisor based in Troy, MI. The firm offers financial planning, portfolio management for individuals, and pension consulting services. They have a team of 24 licensed agents, 48 investment advisor representatives, and 26 registered representatives. Their regulatory assets under management total over $890 million, primarily serving high-net-worth individuals and individuals other than high-net-worth individuals.
Secure Asset Management, LLC

2565 WEST MAPLE RD

TROY, MI 48084

$890.03M

Assets Under Management

Not reported

Total Clients

41

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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other

Solicitor for 3rd party money managers

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Taylor Armstrong’s Registration & Firm History

OR

05/24/2021 - Present

Secure Asset Management, LLC (Portland OR)

WA

03/31/2020 - 04/30/2021

CONCORDE INVESTMENT SERVICES, LLC (Mercer Island WA)

WA

11/05/2018 - 06/03/2019

VOYA FINANCIAL ADVISORS, INC. (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 11/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/16/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor Wilson Armstrong.
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