William Cone
William Cone is a registered investment advisor at RBC Capital Markets, LLC, based in Houston, TX, with 42 years of industry experience. William 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
2 Post Oak Central, 1980 Post Oak Blvd, Suite 1630 & 1525, Houston, TX, 77056-3859
Get directionsHistory
Regulatory History (1)
Regulatory
April 1993Other Business Activities
William owns a working interest in oil & gas properties, imports and sells decorative items, and owns rental properties. He is also a partner in two LLCs with his wife and a board member of a homeowners association, dedicating minimal time to each activity.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
Shearson Lehman Hutton INC.Broker
Lovett Mitchell Webb & Garrison, INC.Broker
Boettcher & Company, INC.Broker
E. F. Hutton & Company INCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations20 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.