Charles Luck is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Wilmington, DE, with 27 years of industry experience. Charles 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
1013 Centre Road, Suite 400, Wilmington, DE, 19805-1265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is involved with several outside activities, including serving on the finance council for St John the Baptist - Holy Angels Church, as Secretary on the Board of Directors for the Newark STAR Rotary Club, on the exhibits committee for the Newark Arts Alliance, and on the Board of Directors for the City of Newark. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations26 states
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