| Advisor Profile |
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| Name: |
Bryan Beatty |
| Phone Number: |
(703) 506-0843 |
| Website: |
Visit Website
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Disclosure Link:
WiserAdvisor provides referr...
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| 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.
Investment products and services from this representative(s) available only to residents of Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia
Privacy & Other Important Disclosures |
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About Egan, Berger and Weiner, LLC |
| 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 |
| Years of Experience in Financial Services: |
31
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| States Licensed in: |
VA and 35 other states see FINRA report
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| Name of Custodial Firm: |
Pershing
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| Number of Years with Current Firm: |
20
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| Work with the following types of clients: |
Individual Investors
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| Name of Broker/Dealer: |
Cetera Advisor Networks LLC
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Accredited Investment Fiduciary® (AIF), CFP®
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| Securities Licenses: |
Series 6, Series 7, Series 26, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Firm Information |
| Assets Managed by Firm: |
$425,000,000
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| Assets Managed by Advisor: |
800,000,000
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
$250K and up
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