Julie Greenberg is a registered investment advisor at RBC Capital Markets, LLC, based in Wayzata, MN, with 29 years of industry experience. Julie 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
641 E. Lake Street, Suite 230, Wayzata, MN, 55391-1773
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie works as a Registered Investment Assistant II at Anchor Bank since 2014, dedicating full-time hours. She also operates under a DBA for her LPL business with Old National Investments since 2017, dedicating full-time hours during securities trading.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Miller & Schroeder Financial, INC.Broker
State Registrations30 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.