SB
SB

Shayne Beecher

25 Years of Experience
Lancaster, PA
BrokerSells Insurance

Shayne Beecher is a registered investment advisor at RBC Capital Markets, LLC, based in Lancaster, PA, with 25 years of industry experience. Shayne 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

2101 Oregon Pike, Lancaster, PA, 17601-4604

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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 ActivitiesSells Insurance

Shayne is the President of the Board for the Manheim Township Football Association, a non-profit booster club, dedicating minimal time. He also volunteers at Pennsylvania State University Football to teach financial and business literacy to student athletes, spending minimal time.

Employment History
Current Registrations
RBC Capital Markets, LLC
December 2008 - Present · 17 yrs 5 mos
RBC Capital Markets, LLC
December 2008 - Present · 17 yrs 5 mos
RBC Capital Markets, LLCBroker
December 2008 - Present · 17 yrs 5 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley
April 2006 - April 2007 · 1 yr
Morgan Stanley Dw INC.Broker
March 2001 - April 2007 · 6 yrs 1 mo
State Registrations37 states
ARAZCACOCTDCDEFLGAHIIDILINLAMAMDMEMIMNMOMTNCNHNJNMNYOHORPASCTXVAVTWAWIWVWY
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.
Shayne Beecher - Financial Advisor | TrueAdvisor