JH
JH

Justin Hanlon

23 Years of Experience
Boca Raton, FL
Broker

Justin Hanlon is a registered investment advisor at RBC Capital Markets, LLC, based in Boca Raton, FL, with 23 years of industry experience. Justin 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

5355 Town Center Road, Suite 800, Boca Raton, FL, 33486

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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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Employment History
Current Registrations
RBC Capital Markets, LLC
September 2020 - Present · 5 yrs 10 mos
RBC Capital Markets, LLC
September 2020 - Present · 5 yrs 10 mos
RBC Capital Markets, LLCBroker
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2008 - September 2020 · 12 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2008 - September 2020 · 12 yrs 2 mos
Ameriprise Financial Services, INC.Broker
June 2005 - June 2008 · 3 yrs
Ids Life Insurance CompanyBroker
June 2005 - July 2006 · 1 yr 1 mo
Fmsbonds, INC.Broker
August 2002 - May 2005 · 2 yrs 9 mos
State Registrations33 states
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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.