Diane
Armstrong

Premier Private Wealth, LLC

CRD#2646240
Investment Advisor
in Franklin, TN

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About this Advisor

Diane Armstrong is a financial advisor based in Franklin, Tennessee, working with Premier Private Wealth, LLC. Diane has previously held positions at Investment Partners, LTD, Armstrong Financial Services, Premier Private Wealth, Inc, and Commonwealth Financial Network. Diane has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Diane is part of Premier Private Wealth, LLC, which operates out of Franklin, Tennessee. The firm has 1 office and 8 employees. The firm manages assets totaling $237.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Premier Private Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

725 Cool Springs Blvd. Unit 460
Franklin, TN 37067

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Premier Private Wealth, LLC Brokerage Details

Total Assets Under Management

$237,234,439

TN Average: $730,596,643
Total Number of Employees

8

TN Average: 15
Total Number of Accounts

460

TN Average: 968
Average Account Size

$515,727

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Diane Armstrong Work History

2022 - Present (2 years)

Armstrong Financial Services

2022 - Present (2 years)

Premier Private Wealth, Inc

2018 - 2019 (1 year)

Investment Partners, LTD

2012 - 2022 (10 years)

Armstrong Financial Services

2012 - 2022 (10 years)

Commonwealth Financial Network

Disclosures

Please visit the SEC profile of Diane Armstrong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Premier Private Wealth, LLC

Keri Vetere
Franklin, TN
Christopher Hodges
Franklin, TN
Diane Armstrong
Franklin, TN
Michael Comstock
Franklin, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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