Bryan Beatty

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About Bryan Beatty

Bryan D. Beatty, CFP®, AIF® Financial Planner / Partner of Egan, Berger & Weiner LLC

23 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning. Graduate of University of Maryland with a BS in Finance; former president of the Finance, Banking and Investment Society.

CERTIFIED FINANCIAL PLANNER^™ Practitioner

Active member of the Financial Planning Association, Executive Board Member, Treasurer

An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER^™ which it awards to individuals who successfully complete the CFP® boards initial and ongoing certification requirements.

See Disclosures

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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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1817942/paladinregistry-Egan,-Berger-and-Weiner,-LLC-detailed-disclosure.html

Disclaimer

Securities and investment advisory services offered through Voya Financial Advisors, Inc, member, SIPC. Egan, Berger & Weiner is not a subsidiary of nor controlled by Voya Financial Advisors.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative may only transact business in a particular state after licensure or upon satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states Broker/Dealer, Registered Investment Adviser, or Registered Representative or Investment Adviser Representative requirements, as the case may be, and follow-up individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative that involve either the effecting or attempting-to-effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative requirements, or pursuant to an applicable state exemption or exclusion.

For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative, a consumer should contact his or her stated securities law administrator.

CFPTM and Certified Financial Planner are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.

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Paladin Research Report For:

Egan, Berger and Weiner, LLC