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John Paul Behrend

PHILADELPHIA INVESTMENT MANAGEMENT CO·POCOMOKE, Maryland
Series 65Clean record35 years registeredPHILADELPHIA INVESTMENT MANAGEMENT CO
105 CLARKE AVENUE, POCOMOKE, MD 21851CRD# 1865343Firm CRD# 105391

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Paul Behrend · POCOMOKE, MD
Registration
CRD #1865343 · PHILADELPHIA INVESTMENT MANAGEMENT CO · 35 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: PHILADELPHIA INVESTMENT MANAGEMENT CO
PHILADELPHIA INVESTMENT MANAGEMENT CO
Mar 1991 – Apr 2019
PHILADELPHIA, PA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 1, 1991
Years registered · 35
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PHILADELPHIA INVESTMENT MANAGEMENT CO
CRD 105391 · SEC 801-26332
AUM
$75M
Regulatory assets under management
Employees
1
109 client accounts
Services offered by PHILADELPHIA INVESTMENT MANAGEMENT CO
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PHILADELPHIA INVESTMENT MANAGEMENT CO →
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05

Frequently Asked Questions

What services does John Paul Behrend offer?
John Paul Behrend specializes in Investment Management, Wealth Management, Fee-Only Advisory.
What are John Paul Behrend's credentials?
John Paul Behrend is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Paul Behrend located?
John Paul Behrend is based in POCOMOKE, Maryland, last registered with PHILADELPHIA INVESTMENT MANAGEMENT CO.
How does John Paul Behrend charge for services?
John Paul Behrend's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHILADELPHIA INVESTMENT MANAGEMENT CO?
PHILADELPHIA INVESTMENT MANAGEMENT CO has approximately 1 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PHILADELPHIA INVESTMENT MANAGEMENT CO

William Martin Shettle
POCOMOKE, MD

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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