Lance Crossett is a registered investment advisor at RBC Capital Markets, LLC, based in Fort Collins, CO, with 33 years of industry experience. Lance 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
3491 East Harmony Road, Suite 210, Fort Collins, CO, 80528-9669
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lance owns a rental/vacation property in Florida and is a partner in Crossett Coastal Cottage LLC, a rental property in Texas. He dedicates minimal time to these activities, as a property management company handles the day-to-day duties for the Florida property, and he researches property managers and homeowner's insurance for the Texas property.
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
Edward JonesBroker
Pruco Securities CorporationBroker
State Registrations30 states
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