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Robert Louis Behr

Planvest Financial, Inc.

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About Robert Louis Behr

Robert Louis Behr is a financial advisor at Planvest Financial, Inc. in Gaithersburg, MD. Robert has been in the industry since 2001 and holds Series 7, 31, and 66 licenses. He is also a Registered Investment Advisor (RIA) and has been active in the industry since 2018. Robert previously worked with LPL Financial LLC, Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and UBS Financial Services Inc. Robert has experience in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Robert Behr is currently registered with Planvest Financial, Inc.. Planvest Financial, Inc. is a registered investment advisor based in Gaithersburg, MD. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $110.9 million in assets for 424 clients and employs 5 licensed agents and 1 investment advisor representative. They also offer a wrap fee program.
Planvest Financial, Inc.

555 QUINCE ORCHARD ROAD

GAITHERSBURG, MD 20878

$110.90M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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 Behr’s Registration & Firm History

MD

12/18/2023 - Present

Planvest Financial, Inc. (GAITHERSBURG MD)

MD

12/20/2013 - 12/24/2019

LPL FINANCIAL LLC (GAITHERSBURG MD)

MD

06/01/2009 - 01/10/2014

MORGAN STANLEY (ROCKVILLE MD)

MD

02/21/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)

MD

02/04/2005 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NJ

09/24/2001 - 02/23/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 10/12/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 09/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Louis Behr.
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