Joseph
Armstrong

Gwn Securities Inc

CRD#1558192
Investment Advisor
in Houston, TX

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About this Advisor

Joseph Armstrong is a financial advisor based in Houston, Texas, working with Gwn Securities Inc. Joseph has previously held positions at Ensite Financial Services, Inc, Royal Alliance Associates, Inc, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, and Gwn Securities, Inc. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Joseph is part of Gwn Securities Inc, which operates out of Houston, Texas. The firm has 25 offices and 755 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. The fee structure at Gwn Securities Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Market timing services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Houston, TX

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

TX Average: $1,855,561,029
Total Number of Employees

755

TX Average: 62
Total Number of Accounts

62,656

TX Average: 2,474
Average Account Size

$49,151

TX Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Market timing services

Joseph Armstrong Work History

2019 - Present (5 years)

Gwn Securities, Inc

2019 - Present (5 years)

Ensite Financial Services, Inc

2017 - 2019 (2 years)

Mml Investors Services, LLC

2016 - 2019 (3 years)

Massachusetts Mutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities Inc

2007 - 2015 (8 years)

Royal Alliance Associates, Inc

2002 - 2015 (13 years)

Ensite Financial Services, Inc

Disclosures

Please visit the SEC profile of Joseph 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 Gwn Securities Inc

Trace Horevitz
Palm Beach Gardens, FL
Anthony Decristofaro
Pasadena, CA
Brian Lacrosse
Palm Beach Gardens, FL
Jennifer Baron
Palm Beach Gardens, FL
Timothy Howell
Palm Beach Gardens, FL
Victor Vera Arias
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Joshua Mccutcheon
Fort Worth, TX

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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