Bruce Lewin
Bruce Lewin is a registered investment advisor at RBC Capital Markets, LLC, based in Frisco, TX, with 29 years of industry experience. Bruce 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
1 Cowboys Way, Suite 450, Frisco, TX, 75034
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Regulatory History (1)
Customer Dispute
August 2014Other Business ActivitiesSells Insurance
Bruce owns rental real estate properties, dedicating minimal time to these ventures. He is also an insurance agent, but spends minimal time on this activity as well.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
B Riley Wealth Management
B. Riley Wealth ManagementBroker
360 Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Southwest Securities, INC.
Southwest Securities, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
First Union Securities, INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Dean Witter Reynolds INC.Broker
Addison Securities, INC.Broker
State Registrations29 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.