Paul Karcher
Paul Karcher is a registered investment advisor at RBC Capital Markets, LLC, based in Chadds Ford, PA, with 43 years of industry experience. Paul 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
Firm Size
IM Fee
Assets Under Management
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.
Location
1 Dickinson Drive, Suite 100, Chadds Ford, PA, 19317-9665
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Regulatory History (1)
Customer Dispute
February 2017Other Business Activities
Paul operates a garden business, building raised bed gardens, dedicating minimal time to it. He also runs Tactical Disarm LLC, offering self-defense workshops, which takes minimal time.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Great Lakes Equities CO.Broker
Michael C. Talley & CO., INC.Broker
Pruco Securities CorporationBroker
State Registrations18 states
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.