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Nancy Foust

12 Years of Experience
Frisco, TX
Broker

Nancy Foust is a registered investment advisor at RBC Capital Markets, LLC, based in Frisco, TX, with 12 years of industry experience. Nancy 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

1 Cowboys Way, Suite 450, Frisco, TX, 75034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
RBC Capital Markets, LLCBroker
March 2021 - Present · 5 yrs 2 mos
RBC Capital Markets, LLC
March 2021 - Present · 5 yrs 2 mos
RBC Capital Markets, LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2018 - September 2019 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - September 2019 · 4 yrs 11 mos
UBS Financial Services INC.Broker
November 2011 - October 2014 · 2 yrs 11 mos
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.