DB
Donna Behler
from Post Oak Private Wealth Advisors
Donna Behler is a financial advisor based in Texas, Houston,
with 28 years of experience. Donna currently works for
Post Oak Private Wealth Advisors.
Donna maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Donna Behler works at Post Oak Private Wealth Advisors
Post Oak Private Wealth Advisors is a financial advisory firm based in Houston, Texas. It currently has approximately $178,355,446 of assets under management and employs about 8 people. Post Oak Private Wealth Advisors uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
12 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
1200 Smith Street, Suite 610, Houston, Texas, 77002
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