Nelson Link
Nelson Link is a registered investment advisor at RBC Capital Markets, LLC, based in Roanoke, VA, with 38 years of industry experience. Nelson 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
110 Franklin Road SE, Suite 400, Roanoke, VA, 24011
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Regulatory History (3)
Regulatory
May 2012Regulatory
February 2010Regulatory
January 2004Other Business Activities
Nelson is a director at the Presbyterian Community Center, a non-profit organization. He attends approximately 10 board meetings annually, dedicating minimal time to this role.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, INC.Broker
Crestar Securities CorporationBroker
First Union Brokerage Services, INC.Broker
Dominion Investment Banking, INC.Broker
Davenport & CO. of Virginia, INC.Broker
Robert Thomas Securities, INCBroker
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.