RB
Robert Behr
from Planvest Financial, Inc.
Robert Behr is a financial advisor based in Maryland, Gaithersburg,
with 23 years of experience. Robert currently works for
Planvest Financial, Inc..
Robert maintains a S66 license (Uniform Combined 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
This advisor does not appear to be registered with Unbiased
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Robert Behr works at Planvest Financial, Inc.
Planvest Financial, Inc. is a financial advisory firm based in Gaithersburg, Maryland. It currently has approximately $78,177,504 of assets under management and employs about 6 people. Planvest Financial, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
16 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
555 Quince Orchard Road, Suite 280, Gaithersburg, Maryland, 20878
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