Marc Lipson
Marc Lipson is a registered investment advisor at RBC Capital Markets, LLC, based in Beverly Hills, CA, with 20 years of industry experience. Marc 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
9465 Wilshire Boulevard, Suite 700, Beverly Hills, CA, 90212-2351
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business Activities
Marc is the owner of TTC Holdings, an LLC established in 2019 to acquire interest in a professional sports team, spending minimal time annually. He also owns HWBT LLC, a holding company for purchasing shares of a private corporation, and serves on the board of directors for West Los Angeles Little League, dedicating minimal time to each.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.Broker
State Registrations37 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.