Peter Opp
Peter Opp is a registered investment advisor at RBC Capital Markets, LLC, based in Naples, FL, with 35 years of industry experience. Peter 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
800 Laurel Oak Drive, Suites 500 & 600, Naples, FL, 34108
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2003Customer Dispute
November 2001Other Business Activities
Peter is a committee member for Full Swing Consulting, a golf event consulting business, providing philosophical input at quarterly meetings. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations43 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.