Gavin Mccluey is a registered investment advisor at RBC Capital Markets, LLC, based in Great Falls, MT, with 26 years of industry experience. Gavin 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
101 River Drive North, Suite 101, Great Falls, MT, 59401-4200
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gavin is a passive owner of FACE 53, LLC, a commercial real estate business, and acts as a liaison with the tenant, dedicating minimal time. He also serves on the board of directors for the Herb Waltermire Community Enhancement Foundation and owns Robertson Properties LLC, spending minimal time leasing and managing the property.
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
Wells Fargo Investments, LLC
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Edward JonesBroker
State Registrations30 states
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