James David Armer
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMay 2025 to now
- Nusenda Federal Credit UnionJul 2022 to now
- Cuso Financial Services, LPJul 2022 to May 2025
- LPL Financial LLCMay 2022 to Jul 2022
- Cuna Brokerage Services, Inc.Jun 2018 to May 2022
- Cuna Mutual GroupJun 2018 to May 2022
- Bbva Compass Insurance Agency, Inc.Dec 2016 to May 2018
- Bbva Securities Inc.Dec 2016 to May 2018
- Bbva Wealth Solutions Inc.Dec 2016 to May 2018
- Compass BankNov 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NM).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5546609
- Firm CRD
- 6413