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AP

Alexander Possis

36 Years of Experience
Edina, MN
1 DisclosureBroker

Alexander Possis is a registered investment advisor at RBC Capital Markets, LLC, based in Edina, MN, with 36 years of industry experience. Alexander 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

7650 Edinborough Way, Suite 800, Edina, MN, 55435-5982

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History

Regulatory History (1)
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Customer Dispute
April 2004
Denied
Employment History
Current Registrations
RBC Capital Markets, LLC
March 2005 - Present · 21 yrs 2 mos
RBC Capital Markets, LLC
March 1998 - Present · 28 yrs 2 mos
RBC Capital Markets, LLCBroker
March 1998 - Present · 28 yrs 2 mos
Previous Registrations
Dain Rauscher IncorporatedBroker
August 1995 - March 1998 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1990 - August 1995 · 5 yrs 6 mos
American Express Financial Advisors INC.Broker
December 1989 - January 1990 · 1 mo
Ids Life Insurance CompanyBroker
December 1989 - January 1990 · 1 mo
State Registrations42 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Alexander Possis - Financial Advisor | TrueAdvisor