Cengiz Volkan is a registered investment advisor at RBC Capital Markets, LLC, based in Rolling Hills, CA, with 32 years of industry experience. Cengiz 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
608 Silver Spur Road, Suite 100, Rolling Hills, CA, 90274
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cengiz is a donor directing funds for the PVG Foundation, a not-for-profit organization, since 2010, dedicating minimal time. He also owns a rental condo since 2018 and is responsible for its maintenance, also dedicating minimal time.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations35 states
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