True Path Financial and Insurance Services
Brian Armstrong has a diverse work experience spanning multiple industries. Brian currently holds a role as a Financial Services Professional at Charles Schwab since 2022. Prior to that, they worked at True Path Financial and Insurance Services as a Financial Services Professional from 2019. At True Path, they focused on designing custom-tailored strategies for clients to help grow their business value and overall net worth.
From 2017 to 2019, Brian served as a Financial Representative at Northwestern Mutual. In this role, they provided clients with a balanced approach to achieving financial security and had access to a comprehensive range of products and services.
Before transitioning to the financial services industry, Brian worked as a Design Consultant at System Pavers in 2016. In 2015, they were a Document Solutions Specialist at C3 Technology Services, where they developed partnerships with organizations to enhance their document processing systems.
Brian also has experience in sales and business development. From 2013 to 2015, they worked as an Account Executive at Aramark Uniform Services, focusing on new business development and collaborating with team members to strategize solutions for customers. Brian was a Federal Account Executive at Xerox from 2008 to 2012.
Earlier in their career, Brian was a Loan Officer at Capital One Auto Finance from 2003 to 2008. Brian started their professional journey at Enterprise Rent-A-Car, where they held a managerial role from 1997 to 2003.
Overall, Brian Armstrong has demonstrated a strong track record in financial services, sales, and business development throughout their career.
Brian Armstrong received a Bachelor's Degree in Liberal Arts in Sociology from California State University, Long Beach. In addition, they obtained certification as an Insurance Agent in Accident, Health, Life, Variable Life & Variable Annuities from the California Department of Insurance in December 2016. No further information regarding their educational background is available.
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True Path Financial and Insurance Services
True Path Financial and Insurance Services – A diverse, rapidly growing financial services firm committed to creating and securing legacy for every person, business and community we serve. Our team provides our clients with insurance, financial planning, investment management and retirement income strategies that align with each client's unique needs, goals and vision. In addition to walking alongside and serving our clients well, True Path Financial offers a dynamic environment where financial professionals can build and grow their practice with autonomy and in a supportive, team environment. Our partnership with the National Life Group sets our firm apart in the commitment to culture, excellence in all we do and impact we bring to those we employ and serve. National Life Group is a mission-driven and purpose-filled business. They have been partnering with clients for over 170 years to keep their promises of providing families stability in good times and in bad by providing peace of mind to families as they dream into and plan their future. This relationship has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals have effectively established rewarding relationships that help clients, as National Life's slogan promises, Experience Life®. Securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA(FINRA.org)/SIPC(SIPC.org). 1200 Newport Center Dr, Suite 270, Newport Beach, CA 92660 (949) 328-1048. True Path Financial and Insurance Services is independent of Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC104072(1021)P