Patricia Delk is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Beverly Hills, CA, with 41 years of industry experience. Patricia 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
9465 Wilshire Boulevard, Suite 700, Beverly Hills, CA, 90212-2351
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patricia is a passive owner of OB's Bar and Grill, PL Catalpa Drive LLC, and multiple rental properties. She also dedicates minimal time to advocacy and strategic vision for a local arts organization.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Sutro & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations43 states
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