LPL Financial
41yrs
Top advisor by experience in Springfield
34yrs
Patrick Beagle
Full name on record: Patrick Bryan Beagle
Financial advisor at Wealthcrest Financial Services
Patrick Beagle has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Springfield, Virginia. After a year at Walnut Street Advisers, Patrick joined Wealthcrest Financial Services in 2004, a firm offering financial planning, investment management, and selecting outside investment managers. Patrick’s designations include CFP® and ChFC.
One of 42 advisors with offices in Springfield, and one of 40 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top advisor by experience at Wealthcrest Financial Services
Office7880 Backlick Road Suite One, Springfield, VA 22150
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$1.34 million
Advisors at the firm5
States licensed ?1 state
Services through Wealthcrest Financial Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – nowWealthcrest Financial Services, LLCCurrent firm
- Apr 2003 – Jan 2004Walnut Street Advisers Inc.Previously
Contact Patrick
(703) 372-1717Wealthcrest Financial Services main office 7880 Backlick Road Suite OneSpringfield, VA 22150Office · Get directions Firm websiteHTTP://WWW.WEALTHCREST.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Wealthcrest Financial Services at (703) 372-1717 and ask for Patrick Beagle. Patrick works from the Springfield, VA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1993, about 34 years. Top advisor by experience at Wealthcrest Financial Services.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Wealthcrest Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
41yrs
Top 3% by experience nationwide
Primerica Advisors
32yrs
Top 10% by experience in Springfield
Edward Jones
32yrs
Top 4% by experience at Edward Jones
Primerica Advisors
29yrs
Top 15% by experience in Springfield
Truist Advisory Services
28yrs
Top 17% by experience in Springfield