Business Description

Associates of Egan, Berger & Weiner, LLC specialize in 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

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors

Services

Investment Types:

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

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, CFP

Securities Licenses:

Series 6, Series 7, Series 65, Series 63

Insurance and Annuity Licenses:

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

Financial Organization Memberships:

Paladin Registry, Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

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 & 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