R & M Wealth Management, LLC

R & M Wealth Management, LLC (CRD# 170106) is a financial advisory firm headquartered in Bethesda, MD. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6903 Rockledge Drive, Suite 1200, Bethesda, MD 20817
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at R & M Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Albert, financial advisor Bethesda MD
David Albert
CRD#: 2455474
6903 Rockledge Drive, Suite 1200, Bethesda, MD 20817

David Albert (CRD# 2455474) is an Investment Advisor Representative working at R & M Wealth Management, LLC in Bethesda, MD and has over 29 years of experience in the finance industry. David Albert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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