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Ollin Driver

41 Years of Experience
Asheville, NC
Broker

Ollin Driver is a registered investment advisor at RBC Capital Markets, LLC, based in Asheville, NC, with 41 years of industry experience. Ollin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

Two Town Square Boulevard, Suite 325, Asheville, NC, 28803-5035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
RBC Capital Markets, LLC
June 2008 - Present · 18 yrs 1 mo
RBC Capital Markets, LLC
June 2008 - Present · 18 yrs 1 mo
RBC Capital Markets, LLCBroker
June 2008 - Present · 18 yrs 1 mo
Previous Registrations
Banc of America Investment Services, INC.
April 2002 - June 2008 · 6 yrs 2 mos
Banc of America Investment Services, INC.Broker
January 2002 - June 2008 · 6 yrs 5 mos
Cibc World Markets CORP.Broker
January 1991 - January 2002 · 11 yrs
Lehman Brothers INC.Broker
April 1988 - February 1991 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1986 - March 1988 · 1 yr 7 mos
Drake & Company Investment Services, INC.Broker
June 1985 - August 1986 · 1 yr 2 mos
Francis Manzo & Company, IncorporatedBroker
July 1984 - June 1985 · 11 mos
State Registrations28 states
ARAZCACOCTDEFLGAIAILINKYMDMIMNMSNCNJNYOHPASCTNTXVAVTVirgin IslandsWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Ollin Driver - Financial Advisor | TrueAdvisor