JL
JL

John Linne

37 Years of Experience
Bloomfield Hills, MI
Broker

John Linne is a registered investment advisor at RBC Capital Markets, LLC, based in Bloomfield Hills, MI, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

38505 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304-5096

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
RBC Capital Markets, LLC
May 2016 - Present · 10 yrs
RBC Capital Markets, LLC
March 2009 - Present · 17 yrs 2 mos
RBC Capital Markets, LLCBroker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Ferris, Baker Watts, LLCBroker
July 2006 - March 2009 · 2 yrs 8 mos
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
August 1981 - May 1998 · 16 yrs 9 mos
State Registrations35 states
ALAZCACOCTDCFLGAIAILINKSKYLAMAMDMEMIMTNCNHNJNYOHOKORPASCTNTXVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Linne - Financial Advisor | TrueAdvisor