Patrick Bryan Beagle
Investment adviser representative at Wealthcrest Financial Services, LLC
22 yearsExperience
6 statesRegistered in
CFP® certification, ChFC®Designations
$507.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Cambridge Investment Research Advisors IncJul 2014 to now
- Cambridge Investment Research, IncNov 2007 to now
- Wealthcrest Financial Services, LLCJan 2004 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 6 states (DC, FL, MD, NC, TX, VA).
Wealthcrest Financial Services, LLC
$507.5MAssets managed
380Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2293557
- Firm CRD
- 130049