John Mccalla is a registered investment advisor at RBC Capital Markets, LLC, based in Billings, MT, with 23 years of industry experience. John 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
404 North 31st Street, Ste 300, Billings, MT, 59101-1211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a passive joint owner of a 4-unit rental apartment since 2022, with his father handling operations. He also serves as President of the Hearthstone Condominium Association, dedicating minimal time to conducting meetings.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Gh Traders LLCBroker
Goldenberg, Hehmeyer & CO.Broker
Gelber Securities, LLCBroker
Rock Island Securities, INC.Broker
Blue Chip Trading L.L.C.Broker
Gvr CompanyBroker
State Registrations38 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.