Brian Armstrong
Brian Armstrong is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cleburne, TX, with 27 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
131 S Westmeadow Dr Ste 100, Cleburne, TX, 76033
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Brian is a registered representative and investment advisor for CWM, LLC dba Carson Group Partners, and a financial professional for Armstrong Purselley Wealth Management Group, LLC and CWM, LLC dba Carson Wealth Management. He also sells life insurance, annuities, and long-term care, and is an owner/partner in 08 Holdings, LLC and Armstrong Purselley Holding, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
First Financial Equity Corporation
First Financial Equity CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Rosenthal Retirement Planning, LP
Securities America, INC.Broker
New England SecuritiesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.