Bryan Beatty
Bryan Beatty is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 34 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1919 Gallows Road Ste 600, Vienna, VA, 22182
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Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Bryan is involved in several outside business activities, including organizing a charity golf tournament, serving as secretary for the Financial Planning Association, and acting as a board member for the Institute for Fiduciary Studies. He also works as an independent insurance agent and part owner of Egan Berger & Weiner, LLC, selling securities and insurance products, which takes nearly all of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Fortis Investors, INC.Broker
State Registrations45 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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