Featured Business Financial Advisor in Vienna, VA
Vienna Financial Advisors
Egan, Berger and Weiner, LLC
1919 Gallows Rd, Suite 980
Vienna, VA 22043
(703) 506-0843
“LifeCheck - A Check For you”
Advisor Profile
Bryan Beatty
Name:  Bryan Beatty
Phone Number:  (703) 506-0843
Website:  Visit Website
Disclosure Link:
http://www.ebwllc.com/pages/...
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 state?s 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 state?s 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 Board?s 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

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.
 

General Information

Gender:    Male
CRD#:    2207998
Name of Broker/Dealer:    Voya Financial Advisors
Name of Custodial Firm:    Pershing
States Licensed in:    VA and 35 other states see FINRA report
States Willing to do Business in:   
Years of Experience in Financial Services:    23
Number of Years with Current Firm:    11
I work with the following types of clients:    Individual Investors
 

Services

Investment Types:    Insurance, Stocks, Mutual Funds, Bonds, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, Via email, At your office, At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, CFP®, Accredited Investment Fiduciary® (AIF)
Securities Licenses:    Series 63, Series 6, Series 7, Series 26, Series 65
Insurance and Annuity Licenses:    Disability, Annuity, Life, Long Term Care, Variable Annuity, Variable Life
Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA)
 

Firm Information

Assets Managed by Firm:    $425,000,000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250K and up
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Bryan Beatty

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