PB
Patrick B. Beagle
WEALTHCREST FINANCIAL SERVICES
Springfield, VA 22150
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CRD#: 2293557
PB
Professional summary
Patrick Bryan Beagle, CFP®, ChFC®, CLU®, who also goes by Pat Beagle, is a registered financial advisor currently at WEALTHCREST FINANCIAL SERVICES, LLC located in Springfield, Virginia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Springfield, Virginia.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Patrick has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pat Beagle
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) WEALTHCREST EDUCATIONAL SERVICES, LLC 7880 BACKLICK RD, SPRINGFIELD, VA 22150 BEGAN 1/1/05 AS THE OWNER. NOT INVESTMENT RELATED. ITS A FIRM THAT CONTRACTS TO THE THE FEDERAL GOVERNMENT TO PROVIDE FINANCIAL LITERACY AND PRE-RETIRMENT BENEFITS TRAINING TO FEDERAL EMPLYEES THROUGH THEIR RESPECTIVE HUMAN RESOURCES DEPARTMENT. DEVOTES 5 HRS/WK AND 4 HRS/WK DURING TRADING HRS. 2) WEALTHCREST FINANCIAL SERVICES, LLC, 7880 BACKLICK RD, SPRINGFIELD, VA 22150, 01/2004, DBA OWNER OF RIA, INV REL, 320 HR/MO - 160 HR TRADING 3) PGRE REAL ESTATE, LLC, 6680 RUTLEDGE DR, Fairfax Station VA 22039, 07/2010, Owner, Real Estate, NIR, 4 HR/MO, 0 HR/MO TRADING. 4) Springfield South Condo Association, 7880 Blacklick Road STE 1, Springfield, VA. 7/17/2017, Treasurer. not investment related, 1/monthly, 0/trading 5) PGRE II REAL ESTATE, LLC, 6680 Rutledge Dr, Fairfax Station VA 22039, 06/2025, Owner, Real Estate, NIR, 2 HR/MO, 0 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Bryan Beagle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
January 27, 2004 - Present
WEALTHCREST FINANCIAL SERVICES, LLC
Office #1: 7880 Backlick Road Suite One, Springfield, VA 22150RIA
CRD#: 130049
Springfield, VA
Current
November 30, 2007 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 7880 Backlick Rd Ste 1, Springfield, VA 22150BD
CRD#: 39543
Springfield, VA
Past
April 10, 2003 - January 27, 2004
WALNUT STREET ADVISERS INC
RIA
CRD#: 109903
FAIRFAX STATION, VA
Past
April 23, 2002 - December 5, 2007
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
FAIRFAX STATION, VA
Past
January 6, 1993 - March 4, 2002
INTERFIRST CAPITAL CORPORATION
BD
CRD#: 7659
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WF
WEALTHCREST FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH, INC | WEALTHCREST FINANCIAL SERVICES, LLC | PROVIDIUM FINANCIAL PLANNING, LLC
CRD#: 130049 / SEC#: 801-110730
RIA
Registered Investment Advisory firm - (6/16/2017 Approved)District of Columbia
Registered Investment Advisory firm - (6/23/2017 Terminated)Maryland
Registered Investment Advisory firm - (6/23/2017 Terminated)Virginia
Registered Investment Advisory firm - (6/21/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/22/2025)
RR
Colorado(8/2/2012)
RR
Connecticut(8/20/2019)
RR
Delaware(10/2/2014)
RR
District of Columbia(1/3/2008)
IAR
District of Columbia(4/7/2015)
RR
Florida(11/30/2007)
IAR
Florida(9/20/2019)
RR
Georgia(10/4/2010)
RR
Hawaii(8/28/2025)
RR
Indiana(3/14/2019)
RR
Kansas(5/10/2024)
RR
Maryland(1/3/2008)
IAR
Maryland(4/2/2015)
RR
Massachusetts(11/30/2007)
RR
Michigan(8/26/2024)
RR
New Hampshire(8/28/2025)
RR
New Jersey(7/22/2013)
RR
North Carolina(11/30/2007)
IAR
North Carolina(9/9/2019)
RR
Ohio(1/2/2025)
RR
Oregon(2/18/2025)
RR
Pennsylvania(7/22/2013)
RR
Puerto Rico(5/23/2025)
RR
South Dakota(1/2/2020)
RR
Tennessee(1/17/2024)
RR
Texas(8/4/2016)
IAR
Texas(9/9/2019)
RR
Virgin Islands(1/2/2025)
IAR
Virginia(1/27/2004)
RR
Virginia(11/30/2007)
RR
Washington(3/24/2008)
RR
West Virginia(12/3/2015)
RR
Wisconsin(1/6/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WF
WEALTHCREST FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH, INC | WEALTHCREST FINANCIAL SERVICES, LLC | PROVIDIUM FINANCIAL PLANNING, LLC
CRD#: 130049 / SEC#: 801-110730
RIA
Registered Investment Advisory firm - (6/16/2017 Approved)District of Columbia
Registered Investment Advisory firm - (6/23/2017 Terminated)Maryland
Registered Investment Advisory firm - (6/23/2017 Terminated)Virginia
Registered Investment Advisory firm - (6/21/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7880 Backlick Road Suite One, Springfield, VA 22150
Mailing Address
Phone number
(703) 372-1717
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 408 |
| AUM (Assets Under Management) | $ 426,047,872 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
