Patrick Easter
Patrick Easter is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Austin, TX, with 40 years of industry experience. Patrick 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
5301 SW Parkway, Bldg 2, Suite 300, Austin, TX, 78735
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2001Other Business Activities
Patrick is an owner/passive member of Easter Family LLC, created to hold inherited farm interests, and helps his sister manage those interests. He spends minimal time on this activity.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations28 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.