Joseph Durell
Joseph Durell is a registered investment advisor at RBC Capital Markets, LLC, based in Peterborough, NH, with 28 years of industry experience. Joseph 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
70 Main Street, Suite 300, Peterborough, NH, 03458-1470
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2006Other Business Activities
Joseph serves on the board of directors for Keene Cal Ripken, a non-profit baseball/softball association, dedicating minimal time each week. He also serves on the board of directors for the Peterborough Sunshine Fund, a non-profit, attending quarterly meetings.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations29 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.