Robert Dunbar
Robert Dunbar is a registered investment advisor at RBC Capital Markets, LLC, based in Sewickley, PA, with 42 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
1605 Carmody Court, Suite 200, Sewickley, PA, 15143
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
Robert serves on the board of directors for Little Big Horn Associates, a historical association, since 2019. He dedicates minimal time to decisions on conference sites and heading conferences.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Prescott, Ball & Turben, 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.