Robert Present
Robert Present is a registered investment advisor at RBC Capital Markets, LLC, based in Tucson, AZ, 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
3430 East Sunrise Drive Suite 250, Tucson, AZ, 85718-3237
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Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Robert serves on the board of directors for the Jewish Federation Southern AZ, Congregation Anshei Israel, and the Arizona-Sonora Desert Museum, dedicating minimal time to each. He also provides counsel to the University Arizona Judaic Studies Department Advisory Council.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Sutro & CO. IncorporatedBroker
Painewebber IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
State Registrations41 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.