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Armstrong Wealth Management

6549 Wakefalls Drive
Wake Forest, NC 27587
Phone:
  • (919)263-8603
Fax:
  • (919)263-8606

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Comprehensive Wealth Management Solutions

James E. Armstrong Jr. CFP®, ChFC® earned a Bachelor of Science in Economics from NC State University, is a Certified Financial Planner and a Chartered Financial Consultant. He also holds the following securities and insurance registrations:
 
Series 7                 General Securities Representative
Series 24               General Securities Principal
Series 66               Investment Advisory Representative
Series 4                 Registered Options Principal
Series 53               Municipal Securities Principal
                                             Life & Health Insurance
                                             Long Term Care Insurance
 
Biography

James and his wife, Desiree, are both Raleigh natives.  James served in the US Navy for 6 years working on weapon systems electronics until 1990.  After working as a technician in the electronics field, he initially pursued Electrical Engineering at NC State before ultimately graduating in Economics to enter the financial services industry. James currently manages the compliance oversight of approximately 35 registered representatives while also serving his clients.  Having oversight of so many successful advisors gives James unique insight into how best to serve his own clients.  James is active in his church in the area of worship music production.  He and Desiree have three children, Morgan, Joshua, and Evangeline.  

Industry Service

James has served on the board of the Financial Planning Association for Eastern North Carolina as a past president and chairman.  He currently serves on the Eastern Region Advisory Panel of his broker dealer, Royal Alliance, helping develop best practices for advisors at the firm.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck