PC
PC

Paul Comcowich

30 Years of Experience
Reno, NV
Broker

Paul Comcowich is a registered investment advisor at RBC Capital Markets, LLC, based in Reno, NV, with 30 years of industry experience. Paul 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

5310 Kietzke Lane, Suite 201, Reno, NV, 89511-2044

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul is a limited partner in Harrison 601 LLC, owning a commercial building, dedicating minimal time. He also owns property through The Leadville Manhattan Project LLC and is a partner in Leadville's Bar LLC, both requiring minimal time and passive involvement.

Employment History
Current Registrations
RBC Capital Markets, LLC
October 2019 - Present · 6 yrs 7 mos
RBC Capital Markets, LLC
October 2019 - Present · 6 yrs 7 mos
RBC Capital Markets, LLCBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2019 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2019 · 10 yrs
Banc of America Investment Services, INC.
May 2008 - October 2009 · 1 yr 5 mos
Banc of America Investment Services, INC.Broker
May 2008 - October 2009 · 1 yr 5 mos
Citigroup Global Markets INC.
May 2007 - June 2008 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
May 2007 - June 2008 · 1 yr 1 mo
Citicorp Investment Services
August 2003 - May 2007 · 3 yrs 9 mos
Citicorp Investment ServicesBroker
August 2003 - May 2007 · 3 yrs 9 mos
Charles Schwab & CO., INC.
March 1999 - August 2003 · 4 yrs 5 mos
Charles Schwab & CO., INC.Broker
November 1998 - August 2003 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1997 - July 1998 · 1 yr 2 mos
Janus Distributors, INC.Broker
September 1996 - December 1996 · 3 mos
Gabelli & Company, INC.Broker
April 1993 - June 1995 · 2 yrs 2 mos
State Registrations18 states
AZCACODEFLGAIDILLAMOMTNCNVOHORPATXWA
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.
Paul Comcowich - Financial Advisor | TrueAdvisor