Timothy Mcewen
Timothy Mcewen is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Lincoln, NE, with 22 years of industry experience. Timothy 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 (1)
Customer Dispute
October 2018Other Business Activities
Timothy is a partner in C316 Media, involved in music recording since 2014. He also serves on the board of directors for Matt Talbot Kitchen & Outreach and Greer Enterprises Inc, is a committee member for Junior Achievement, and owns TDM Investments LLC for rental properties, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations41 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.