Bryan Beatty

Firm Start Year

2003

No. of Employees

10-19

Investment Types

Bonds, Stocks, Alternative Investments, Insurance, Commodities, Exchange Traded Funds (ETFs), Mutual Funds, Annuities, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Office, Email, Phone, Our Office

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

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)

Assets Managed by Firm

$425,000,000

Assets Managed by Advisor

$800,000,000

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K and up

Compensation Methods

Based on Assets

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