David Rankin
David Rankin is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Conshohocken, PA, with 28 years of industry experience. David 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
Six Tower Bridge, 181 Washington Street, Suite 500, Conshohocken, PA, 19428-2000
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
David is a partner and radio host at Marathon Partners, LLC since 2002, and also uses it as an LLC for business expenses. He is on the advisory board for The First Tee of Greater Philadelphia, owns a rental property, and is an elected official for the Windchester House HOA.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Ryan Beck & CO.
Ryan Beck & CO.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
Olde Discount CorporationBroker
State Registrations26 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.