Taylor Armstrong
Advisor at Armstrong & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Armstrong & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ottawa, IL 61350
Credentials
Series 66
Industry experience
9 years
Taylor Armstrong is a financial advisor with Armstrong & Associates, Inc. and holds the Series 66 designation. He has nine years of industry experience, including roles at Raymond James Financial Services Advisors Inc. since 2016. Outside of finance, he is the owner of Invictus Maneo Entertainment LLC, where he develops film scripts and board games. Armstrong & Associates, Inc. provides financial planning and investment advisory services to individuals, corporations, trusts, and institutional clients such as pension and profit-sharing plans. The firm emphasizes retirement, estate, and investment planning, using both fundamental and technical analysis across a variety of instruments, and offers services tailored to client goals without accepting discretionary authority or custody of client assets.
Based on Armstrong & Associates, Inc.
Commissions earned from insurance product sales and securities transactions through affiliated broker/dealer
$150.00 per hour
Fee-only: $150.00 per hour
1410 Aquarius Circle
Ottawa, IL 61350
Illinois · Texas
Raymond James Financial Services Advisors Inc.
2017 - Present (9 years)
Raymond James FInancial Services, Inc.
2017 - Present (9 years)
Armstrong & Associates, Inc.
2017 - Present (9 years)
Raymond James FInancial Services, Inc.
2016 - 2017 (1 year)
Raymond James FInancial Services, Inc.
2016 - 2016 (1 year)
Hard Core Brands International
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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