David Spinar
David Spinar is a registered investment advisor at RBC Capital Markets, LLC, based in Lincoln, NE, with 29 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
8800 Firethorn Lane, Suite 200, Lincoln, NE, 68520
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2010Customer Dispute
November 2006Other Business Activities
David is involved in several outside business activities, including roles on committees and boards for organizations like the Nebraska State Bar Association, FINRA, Open Sky Policy Institute, and Lincoln Electric System. These activities require minimal time commitment and are not investment-related, with the exception of his role on the Lincoln Electric System Administrative Board Finance and Audit Committee.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations33 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.