Harold Green
Harold Green is a registered investment advisor at RBC Capital Markets, LLC, based in Sugar Land, TX, with 38 years of industry experience. Harold 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
2150 Town Square Place, Suite 310, Sugar Land, TX, 77479-1278
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2006Customer Dispute
July 2004Customer Dispute
April 2002Other Business Activities
Harold owns multiple rental properties in Texas and is an officer in the Port Alto HOA. He spends minimal time on each of these activities.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Painewebber IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations12 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.