Brenton Boyle Armstrong
| Other Names: |
Brent Boyle Armstrong
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| Firm: |
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| Type: |
RIA |
Description
Brent Armstrong joined the Weatherly team in 2007 and his role has evolved to include responsibilities associated with account performance and security analysis, preparing financial evaluations, and assisting with trading activities. Brent received his B.S. degree in business administration with an emphasis in financial
...(see more)
services from SDSU where he developed a comprehensive understanding of the financial planning process and its related activities. While attending school, Brent worked for the Newport Beach Fire Department as an Ocean Lifeguard and Jr. Lifeguard Instructor. In addition to his undergraduate training, Brent has been actively preparing to obtain his CFP designation which involves specific training in portfolio management, estate planning, and advanced tax strategy. Brent is continuing his studies with plans to sit for the CFP exam. Brent has passed the Series 3 exam and holds a series 65 license.
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Answers and Guides
0 Answers and 0 Financial Guides
Top Answers
Brenton Boyle Armstrong has not answered any questions on Financial Q&A.
Top Guides
Brenton Boyle Armstrong has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.
Firm Client Types
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High Net Worth Individuals |
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Individuals |
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Pension and Profit Sharing Plans |
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Corporations or Other Businesses |
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Charitable Organizations |
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
Experience and Employment History
| Employer |
Years |
Dates |
|
Weatherly Asset Management, L.P.
|
5 years, 6 months
|
Nov 2007 -
Present
|
|
Sunset Parking Service
|
1 month
|
Oct 2007 -
Nov 2007
|
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San Diego State University
|
3 years, 8 months
|
Sep 2003 -
May 2007
|
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City of Newport Beach
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12 years, 11 months
|
Jun 2000 -
Present
|
|
Newport Harbor High School
|
12 years, 9 months
|
Sep 1990 -
Jun 2003
|
*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of 12/06/2010, and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
| Regulator |
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License Status
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Registered
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Disclosures
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|
| As of Date |
12/06/2010
|
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
Advisor Exams
| Exam |
Series |
Passed Date |
| Uniform Investment Adviser Law Examination |
Series 65 |
02/25/2008 |
Firm Compensation Arrangements
Fee Only
Advisor
This firm has certified that they are compensated solely by their clients,
and do not accept commissions or compensation of any kind based on the products they recommend.
Types of Compensation Arrangements