Comprehensive Wealth Management Solutions

James E Armstrong Jr CFP(R), ChFC

Education and licenses 

BS Economics       NC State University

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

Professional Certifications

Certified Financial Planner Professional TM

Chartered Financial Consultant

James and his wife, Desiree, are both NC 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 20 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 a deacon in his church serving in the areas of worship music production and benevolence ministry.  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.