Lisa Byrne
Lisa Byrne is a registered investment advisor at RBC Capital Markets, LLC, based in Minneapolis, MN, with 21 years of industry experience. Lisa 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
250 Nicollet Mall, SUITE 2000, 16th Floor, Minneapolis, MN, 55401-1931
Get directionsHistory
Regulatory History (1)
Regulatory
February 2002Other Business Activities
Lisa is the owner/operator of Divorcing Divas Second Saturday Twin Cities, which hosts conferences for women going through divorce, and owner of Second Saturday Twin Cities LLC, which hosts divorce workshops. She also serves on the board of directors for Women Winning, a political education organization, and Second Hand Hounds, an animal rescue, dedicating minimal time to each.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
State Registrations23 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.