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Alexander Coulter

12 Years of Experience
St. Cloud, MN
Broker

Alexander Coulter is a registered investment advisor at RBC Capital Markets, LLC, based in St. Cloud, MN, with 12 years of industry experience. Alexander 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

1015 W Saint Germain St, Suite 400, St. Cloud, MN, 56301-5423

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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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Other Business Activities

Alexander serves on the Board of Directors for Quiet Oaks Hospice House & Respite Care, a non-profit organization. He dedicates minimal time per month to overseeing the organization's operations.

Employment History
Current Registrations
RBC Capital Markets, LLC
September 2018 - Present · 7 yrs 8 mos
RBC Capital Markets, LLC
September 2018 - Present · 7 yrs 8 mos
RBC Capital Markets, LLCBroker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Commonwealth Financial Network
October 2014 - September 2018 · 3 yrs 11 mos
Commonwealth Financial NetworkBroker
July 2013 - September 2018 · 5 yrs 2 mos
State Registrations30 states
ARAZCACOCTDCDEFLIAILINKYMDMIMNMTNCNDNENYOHOKORPASCSDTNTXWAWI
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.