PB
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Paul Brinkley

29 Years of Experience
Wilmington, NC
Broker

Paul Brinkley is a registered investment advisor at RBC Capital Markets, LLC, based in Wilmington, NC, with 29 years of industry experience. Paul 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

1055 Military Cutoff Road, Suite 200, Wilmington, NC, 28405-4367

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul serves as a trustee for the Andrew James Farrell IRRV Trust, dedicating minimal time. He also serves on the Board of Directors as Secretary for the Cape Fear Enrichment Program, a charitable institution, also dedicating minimal time.

Employment History
Current Registrations
RBC Capital Markets, LLC
January 2024 - Present · 2 yrs 8 mos
RBC Capital Markets, LLC
January 2024 - Present · 2 yrs 8 mos
RBC Capital Markets, LLCBroker
January 2024 - Present · 2 yrs 8 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - January 2024 · 2 yrs 11 mos
Truist Investment Services, INC.Broker
February 2021 - January 2024 · 2 yrs 11 mos
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
January 2002 - January 2013 · 11 yrs
Scott & Stringfellow, LLCBroker
November 2001 - January 2013 · 11 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
June 1998 - November 2001 · 3 yrs 5 mos
Wheat, First Securities, INC.Broker
May 1996 - June 1998 · 2 yrs 1 mo
State Registrations36 states
AKALAZCACOCTDCFLGAILKSKYLAMAMDMEMIMONCNJNMNYOHOKORPAPRSCTNTXUTVAVTWAWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.