Frank Taylor
Frank Taylor is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Florham Park, NJ, with 38 years of industry experience. Frank 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
200 Park Avenue, 2nd Floor, Florham Park, NJ, 07932-1026
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Frank is a limited partner in Lifeboat Partners LLC, an LLC set up for estate planning, dedicating minimal time. He also owns a rental condo in Florida and a home to be remodeled and rented out, with minimal or no involvement in the day-to-day management.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations35 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.