David Behr, financial advisor Yuba City CA

David Behr

CRD Number: 3167004
Current Firm: Cetera Investment Advisers LLC

David Behr (CRD# 3167004) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yuba City, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Behr And Associates Yuba City, CA Jul 2010 - Current 13
Cetera Investment Advisers LLC Schaumburg, IL May 2000 - Current 23
Cetera Financial Specialists LLC Schaumburg, IL Dec 1998 - Current 25
David C Behr Yuba City, CA Jun 1985 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for David C. Behr
Phone Number: 888-528-2987
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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