Nora Yousif is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in South Easton, MA, with 14 years of industry experience. Nora 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
5 Bristol Drive, Suite 2, South Easton, MA, 02375-1917
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nora is involved with several non-profit organizations, including the Easton Lion's Club, Women's Boston Bar Foundation, and Women's Foundation of Boston, serving on their boards or as a committee member. Nora also owns rental properties through Echelon Rented Condo and Noosh Enterprises, LLC.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations29 states
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