Robert Marshall
Robert Marshall is a registered investment advisor at RBC Capital Markets, LLC, based in San Francisco, CA, with 41 years of industry experience. Robert 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
345 California Street, San Francisco, CA, 94104-2642
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Regulatory History (1)
Customer Dispute
November 2001Other Business Activities
The filing only mentions "Osmium Spartan LP" without providing any details about Robert's role or activities related to it. Therefore, it's impossible to determine the nature of this business activity or time commitment.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Sutro & CO. IncorporatedBroker
Lehman Brothers INC.Broker
Rfs PartnersBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Underwood, Neuhaus & CO., IncorporatedBroker
State Registrations28 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.