Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Armstrong is a financial professional with over 25 years of experience in the financial services industry. Brian is a Registered Representative for Cetera Investment Advisers LLC and Carson Group Partners, and has been with the firm since June of 2023. Brian also has a previous registration with CWM, LLC and First Financial Equity Corporation. Brian holds the Series 7, 63 and 66 securities licenses and is a Certified Financial Planner. Brian is a highly experienced financial advisor who provides a variety of services to his clients. Brian assists his clients with financial planning, investment advice, and insurance. Brian's commitment to providing personalized service and a comprehensive approach to financial planning has earned him a loyal clientele.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (BEDFORD TX)
TX
02/15/2008 - 09/04/2018
FIRST FINANCIAL EQUITY CORPORATION (BEDFORD TX)
TX
12/03/2007 - 02/19/2008
NATIONAL PLANNING CORPORATION (FORTH WORTH TX)
TX
03/06/2000 - 12/04/2007
SECURITIES AMERICA, INC. (FT WORTH TX)
NY
08/27/1998 - 12/31/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
07/27/1998 - 08/25/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/27/1998 - 08/25/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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