Stephen Burt is a registered investment advisor at RBC Capital Markets, LLC, based in Lincoln, NE, with 26 years of industry experience. Stephen 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a trustee for the Kris Lavedas Trust, spending minimal time per month. He also owns and manages residential and commercial real estate through Summertime Properties, LLC and Burt Rentals, LLC, dedicating minimal time to each. Stephen is also a board member for Cedars Home for Children.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations24 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.