| Advisor Profile |
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| Name: |
Brian Armstrong, CFP® |
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| Disclaimer |
| Armstrong Purselley operates under First
Financial Equity Corporation, (FFEC).
Securities and Registered Investment Advisory
Services offered through First Financial Equity
Corporation, Member FINRA/SIPC. CA Insurance
License Numbers 0111034, 0G99591, and 0H78178.
You may obtain additional information from FFEC
by going to website www.ffec.com. Should you
have any questions you may directly contact
your investment representative at (214) 545-
3304, fax to (214) 545-3332, or call our toll
free number at (888) 951-1010. An official copy
of statements can be obtained by contacting the
custodian of assets directly. |
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About Armstrong Purselley Wealth Management Group |
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General Information |
| Years of Experience in Financial Services: |
40
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| Work Experience: |
Over 40 years as a group
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| States Licensed in: |
AR, AZ, KS, FL, MO, NC, OH, OK, SC, SD, TN, TX, WA
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| Number of Years with Current Firm: |
10
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| Insurance License#: |
1056267
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| Work with the following types of clients: |
Businesses, Individual Investors
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| Name of Broker/Dealer: |
First Financial Equity Corporation
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
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| Can meet clients in the following ways: |
Phone, Our Office
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Variable Annuity, Life, Annuity
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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We have developed a unique process for helping clients identify their current financial position and provide a clear roadmap for staying on track. This roadmapping process allows your advisor to help you develop clear goals and strive to accomplish them while monitoring progress at pre-set intervals. We know that financial security does not just happen by chance--it takes years of planning. |
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Have you ever been charged with any breaches? |
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What services do you offer? |
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We know that retirement planning can seem overwhelming and we make it our goal to provide you clarity among the distractions. |
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What is your experience? How many clients do you currently manage? |
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