Desiree Avina is a registered investment advisor at RBC Capital Markets, LLC, based in Pueblo, CO, with 31 years of industry experience. Desiree 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
601 North Main St, Suite 101, Pueblo, CO, 81003-4513
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Desiree works as a paper carrier for the Pueblo Chieftain newspaper in Pueblo, CO, dedicating a few hours per week during non-trading hours.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
RBC Dain Rauscher INC.Broker
Salomon Smith Barney INC.Broker
State Registrations49 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.