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Paul Mcdonough

26 Years of Experience
Providence, RI
Broker

Paul Mcdonough is a registered investment advisor at RBC Capital Markets, LLC, based in Providence, RI, with 26 years of industry experience. Paul 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

500 Exchange Street, Suite 1102, Providence, RI, 02903-2637

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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

Paul is a Director of the Pee Wee Program for the King Philip Walpole Youth Hockey Association, coordinating with coaches and organizing tryouts. He dedicates minimal time to this activity.

Employment History
Current Registrations
RBC Capital Markets, LLC
September 2005 - Present · 20 yrs 8 mos
RBC Capital Markets, LLC
June 2002 - Present · 23 yrs 11 mos
RBC Capital Markets, LLCBroker
June 2002 - Present · 23 yrs 11 mos
Previous Registrations
Commonwealth Financial NetworkBroker
January 2001 - June 2002 · 1 yr 5 mos
1st Global Capital CORP.Broker
June 1999 - December 2000 · 1 yr 6 mos
State Registrations27 states
ALCACOCTFLGAIDILMAMDMEMIMNMONCNHNJNVNYOHPARITXVAVTWIWY
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.