David B. Armstrong, CFA Speaks at LPL Financial’s 2015 ADVocate RIA Symposium
LPL Financial’s ADVocate RIA Symposium is an exclusive, in-depth networking and idea exchange event held each year for Registered Investment Advisors. Armstrong was invited to attend and speak on a panel discussing how to prepare for, and what to expect from advisor SEC exams.
Leading up to the event, LPL Financial released details with some insight from Armstrong:
“I look forward to the RIA ADVocate Symposium each year because I know I will come away with practical information and actionable ideas I can immediately put to use,” said David Armstrong, president and co-founder of Monument Wealth Management, an independent RIA firm in Alexandria, Va. “The program has helped me to stay well-informed of financial trends and industry best practices that enable me to continue to provide the best service and support to my clients. Given its intimate size, the symposium also provides one of the best opportunities for me to share ideas and network with my peers, LPL executives, and other industry leaders.”