Curtiss Lacross
Curtiss Lacross is a registered investment advisor at RBC Capital Markets, LLC, based in Albuquerque, NM, with 18 years of industry experience. Curtiss 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
6301 Uptown Blvd Ne, Suite 100, Albuquerque, NM, 87110-4132
Get directionsHistory
Regulatory History (1)
Criminal
February 1987Other Business Activities
Curtiss works as an independent contractor/consultant and adjunct lecturer for The Plan Sponsor University, a fiduciary training and certification program. He teaches one class per year, dedicating minimal time to this activity.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 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.