Alan Reifler is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Denver, CO, with 24 years of industry experience. Alan 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
1801 California Street, Suite 3900, Denver, CO, 80202-5822
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan works as a stand-up comedian, performing at clubs, bars, and special events, dedicating minimal time to this activity. He also serves on the Kavod Senior Life Foundation Advisory Board, attending quarterly meetings to review investments and attending annual fundraisers, but dedicates no time to this activity.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations28 states
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