Douglas Bohlman
Douglas Bohlman is a registered investment advisor at RBC Capital Markets, LLC, based in Concord, NH, with 37 years of industry experience. Douglas 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
45 South Main Street, Suite 200, Concord, NH, 03301
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Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Douglas serves on the board of directors for Krempels Center, a brain injury rehabilitation center, and dedicates minimal time to this. He is also an officer and board member of the Rotary Club of Concord, NH, spending minimal time on this role as well.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.Broker
First Alliance Securities, INC.Broker
F.D. Roberts Securities, INC.Broker
State Registrations22 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.