BryanBeatty- Financial Advisor Vienna, VA

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About Bryan Beatty

Associates of Egan, Berger & Weiner, LLC focuses on financial planning and coaching. We guide our clients to their dreams by skillfully navigating them through the myriad of life's financial decisions. We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.

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General Information

Firm Start Year

2003

No. of Employees

10-19

CRD#

2207998

Firm CRD#

105644

Name of Broker/Dealer

Cetera Advisor Networks LLC

Name of Custodial Firm

Pershing

States Licensed in

VA and 35 other states see FINRA report

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Investment Fiduciary® (AIF), CFP®

Securities Licenses

Series 6, Series 7, Series 26, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Disability, Annuity, Life, Variable Annuity, Long Term Care

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Assets Managed by Firm

$425,000,000

Assets Managed by Advisor

$800,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K and up

Compensation Methods

Based on Assets

Disclosures

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Disclaimer

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Paladin Research Report For:

Bryan Beatty

Egan, Berger and Weiner, LLC