Patrick Beagle is a CFP, ChFC-designated registered investment advisor, based in Springfield, VA, with 33 years of industry experience.
Location
7880 Backlick Road, Suite One, Springfield, VA, 22150
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Patrick is involved in several outside business activities. These include being an assistant scoutmaster and cub scout den leader, owner of WealthCrest Educational Services LLC (financial literacy training), owner of WealthCrest Financial Services LLC (RIA), owner of PGRE Real Estate LLC (property for WealthCrest Financial), and treasurer of Springfield South Condo Association.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Wealthcrest Financial Services, LLC
Previous Registrations
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Interfirst Capital CorporationBroker
State Registrations28 states
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