Mark Purcell is a registered investment advisor at RBC Capital Markets, LLC, based in Salt Lake City, UT, with 24 years of industry experience. Mark 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
1260 E Stringham Avenue, Suite 300, Salt Lake City, UT, 84106-2963
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Mark is an advisory board member and director for the Primary Children's Hospital Foundation, dedicating minimal time to fundraising and attending board meetings. He is also a partner in Park City Partners, a family limited partnership, 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 IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Pfpc Distributors, INC.Broker
First Fund Distributors, INC.Broker
Dean Witter Reynolds INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations23 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.