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.
|Firm Start Year:||2003|
|Name of Broker/Dealer:||Voya Financial Advisors|
|Name of Custodial Firm:||Pershing|
|States Licensed in:||VA and 35 other states see FINRA report|
|Number of Years with Current Firm:||11|
|I work with the following types of clients:||Individual Investors|
|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
|Insurance and Annuity Licenses:||Disability, Annuity, Life, Long Term Care, Variable Annuity, Variable Life|
|Financial Organization Memberships:||Paladin Registry, Financial Planning Association (FPA)|
|Assets Managed by Firm:||$425,000,000|
|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:||Fee-Based (Fee and Commissions)|
|Minimum Portfolio Size for New Managed Accounts:||$250K and up|
|Compensation Methods:||Based on Assets|
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
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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|