Philip Mayo
Philip Mayo is a registered investment advisor at RBC Capital Markets, LLC, based in Albuquerque, NM, with 26 years of industry experience. Philip 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
6301 Uptown Blvd Ne, Suite 100, Albuquerque, NM, 87110-4132
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Philip is the president of the Faith Lutheran Church Council, a board member and treasurer for the ARCA Foundation, and a board member for the Foundation for Success. These activities are not investment-related and require minimal time commitments.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
New England SecuritiesBroker
State Registrations32 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.