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Robert Edward Philbeck

Maryland Financial Group, Inc.

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About Robert Edward Philbeck

Robert Edward Philbeck IV, is a financial professional based in MT. PLEASANT, SC. Robert is a registered representative for the firm Maryland Financial Group, Inc. for over 14 years. Prior to this, Robert was also a registered representative for FSC Securities Corporation and Securian Financial Services, Inc. Robert has worked in the financial services industry for over 27 years and possesses the Series 7, Series 63, and Series 65 licenses. Robert's professional experience includes roles at Legacy Wealth Management, LPL Financial, and Maryland Financial Group, Inc..

Firm Information

Robert Philbeck is currently registered with Maryland Financial Group, Inc.. Maryland Financial Group, Inc. is a financial advisory firm headquartered in Rockville, MD. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.11 billion in assets for over 3,859 clients and employs 37 investment adviser representatives.
Maryland Financial Group, Inc.

2600 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$1.11B

Assets Under Management

2

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Philbeck’s Registration & Firm History

SC

04/06/2010 - Present

Maryland Financial Group, Inc. (MT. PLEASANT SC)

SC

02/27/2009 - 04/02/2014

FSC SECURITIES CORPORATION (MT. PLEASANT SC)

SC

11/14/1995 - 02/26/2009

SECURIAN FINANCIAL SERVICES, INC. (MT. PLEASANT SC)

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Licenses & Designations

IA

Issued 09/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Edward Philbeck.
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