David Odonnell
David Odonnell is a registered investment advisor at RBC Capital Markets, LLC, based in Houston, TX, with 35 years of industry experience. David 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
2 Post Oak Central, 1980 Post Oak Blvd, Suite 1630 & 1525, Houston, TX, 77056-3859
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Customer Dispute
April 2002Other Business Activities
David serves on the Board of Directors for the Cypresswood Glen HOA, a subdivision homeowners association. He spends minimal time on this activity, voting on proposals and expenses.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
D. E. Wine Investments 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.