Steven Anderson
Steven Anderson is a registered investment advisor at RBC Capital Markets, LLC, based in Reno, NV, with 38 years of industry experience. Steven 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
5310 Kietzke Lane, Suite 201, Reno, NV, 89511-2044
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business Activities
Steven serves on the board of directors for the Economic Development Authority of Northern Nevada, Truckee Meadow Toastmasters, Reno Christian Fellowship, and Eddy House, a non-profit. These activities require minimal time and are not investment related.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Baraban Securities, INC.Broker
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.