Featured Business Financial Advisor in Dallas, TX
Dallas Financial Advisors
Armstrong Purselley Wealth Management Group
5005 LBJ Freeway, Suite 1410
Dallas, TX 75244
(214) 545-3310
“Building Your Roadmap to Retirement”
Advisor Profile
Brian Armstrong, CFP
Name:  Brian Armstrong, CFP
Phone Number:  (214) 545-3310
Website:  Visit Website
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.

About Armstrong Purselley Wealth Management Group

 

General Information

CRD#:    3040269
Insurance License#:    1056267
Name of Broker/Dealer:    First Financial Equity Corporation
States Licensed in:    AR, AZ, KS, FL, MO, NC, OH, OK, SC, SD, TN, TX, WA
Years of Experience in Financial Services:    40
Number of Years with Current Firm:    10
Work Experience:    Over 40 years as a group
I work with the following types of clients:    Businesses, Individual Investors
 

Services

Investment Types:    Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Annuities, Insurance
I can meet clients in the following ways:    At my office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Life, Variable Annuity, Annuity
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets, Commissions
 
 
 
Prepared By: Brian Armstrong, CFP

© 2012   Retirement Planning   All Rights Reserved. All other trademarks and copyrights are the property of their respective holders.
This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.