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Scott Skinner

26 Years of Experience
New Orleans, LA
Broker

Scott Skinner is a registered investment advisor at RBC Capital Markets, LLC, based in New Orleans, LA, with 26 years of industry experience. Scott 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

1100 Poydras St., Suite 2160, New Orleans, LA, 70163

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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

Scott owns rental property since 2018, but a management company handles the operations. He spends minimal time on this activity, and it is not investment-related.

Employment History
Current Registrations
RBC Capital Markets, LLCBroker
December 2023 - Present · 2 yrs 5 mos
RBC Capital Markets, LLC
December 2023 - Present · 2 yrs 5 mos
RBC Capital Markets, LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
October 2013 - December 2023 · 10 yrs 2 mos
UBS Financial Services INC.Broker
October 2013 - December 2023 · 10 yrs 2 mos
Sunamerica Capital Services, INC.Broker
November 2009 - October 2013 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2004 - June 2009 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2004 - June 2009 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1997 - March 2002 · 5 yrs
State Registrations32 states
AKALARAZCACOFLGAHIIDILINLAMDMEMOMSMTNCNJNMNVNYOHOKORSCTXUTVAWAWY
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.
Scott Skinner - Financial Advisor | TrueAdvisor