Bryan Beatty
Vienna, Virginia, 22182
Member Since 2006
We are an independent full service financial planning firm. We have expertise in all areas of financial planning, including portfolio management, tax strategies, wealth preservation and transfer. EBW helps clients clarify and achieve realistic financial objectives and then chart a course toward achieving their life goals. We provide financial counsel and investment management for our clients. The firm\'s objective is to provide highly personalized advice with professionalism and integrity.
One of our distinguishing features is that we provide independent financial advice and investment management.
My Location
Background Information
Years of Financial Experience
- 21
Certifications and Designations
- CFP®
Association Memberships
- FPA
- FSI
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Pershing
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 2207998
- Securities Registrations: Series 65, Series 63, Series 7, 26
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Bryan D Beatty
- Broker/Dealer: ING Financial Partners
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate
Investment Services
- Asset allocation, Performance Reporting
Visit Website - http://www.ebwllc.com
Bryan Beatty
on Twitter
151Following
180Followers
947Tweets
http://t.co/2MgqJw81 The Euro and why it has failed
http://t.co/UGFoMY7P What Germany faces is a tough choice, Inflation or Default - Eurozone is up against a rock and a hard place
Is Too Big To Fail is Too Big To Manage - Break Up the Big Banks? http://t.co/eglkLcMr
Austerity Debate Will Give Voters A Clear Choice http://t.co/uNZ7afMl via @IBDinvestors