Timothy Bockhold
Timothy Bockhold is a registered investment advisor at RBC Capital Markets, LLC, based in Newport Beach, CA, with 31 years of industry experience. Timothy 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
610 Newport Center Drive, Suite 900, Newport Beach, CA, 92660-6448
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2005Customer Dispute
August 1998Other Business Activities
Timothy is a passive owner in Reno Covenant Group LLC (commercial real estate), Overland View (commercial real estate), Civic View (commercial real estate), and Valley Home LLC (apartment rentals). He dedicates no time to these activities.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations24 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.