Angela O'leary is a registered investment advisor at RBC Capital Markets, LLC, based in Minneapolis, MN, with 31 years of industry experience. Angela 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
250 Nicollet Mall, SUITE 2000, 16th Floor, Minneapolis, MN, 55401-1931
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angela is a board member and finance committee chair for Wayside Recover Center, a non-profit substance treatment center, dedicating minimal time. Angela also owns and manages two rental properties in San Diego and Naples, dedicating minimal time to each.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
Piper Jaffray INC.Broker
State Registrations2 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.