Joel Lansat
Joel Lansat is a registered investment advisor at RBC Capital Markets, LLC, based in Palm Beach Gardens, FL, with 39 years of industry experience. Joel 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
3801 Pga Blvd, Suite 801, Palm Beach Gardens, FL, 33410-2757
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2020Customer Dispute
December 2017Customer Dispute
June 2006Other Business Activities
Joel is the President of the Board for Healing and Creative Arts Center of the Palm Beaches, a non-profit therapy group, advising them on various decisions and dedicating a few hours per week. He also helps organize counseling and workshops for another branch of the same organization, spending minimal time on it.
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
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations31 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.