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Darla Kashian

21 Years of Experience
Minneapolis, MN
1 DisclosureBroker

Darla Kashian is a registered investment advisor at RBC Capital Markets, LLC, based in Minneapolis, MN, with 21 years of industry experience. Darla 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

250 Nicollet Mall, SUITE 2000, 16th Floor, Minneapolis, MN, 55401-1931

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2015
Denied
Other Business Activities

Darla owns rental property and screens tenants. She also serves on the board of directors for GiveMN and The Roosevelt Institute, both non-profit organizations, dedicating minimal time to each.

Employment History
Current Registrations
RBC Capital Markets, LLC
April 2005 - Present · 21 yrs 1 mo
RBC Capital Markets, LLCBroker
February 2005 - Present · 21 yrs 3 mos
RBC Capital Markets, LLC
February 2005 - Present · 21 yrs 3 mos
State Registrations39 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.
Darla Kashian - Financial Advisor | TrueAdvisor