Brenda Dixon is a registered investment advisor at RBC Capital Markets, LLC, based in Boulder, CO, with 42 years of industry experience. Brenda 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
Boulder, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brenda is on the investment committee for Northwoods Club since 2004 and helps direct the use of funds in the endowment account. She also manages CPD LLC for Dixon family estate planning purposes and serves on the board of directors for a homeowner's association, dedicating minimal time to each of these activities.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Dain Rauscher IncorporatedBroker
Shearson Lehman Hutton INC.Broker
Harvest Equities IncorporatedBroker
State Registrations41 states
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