MW
CFP
MW
CFP

Micah Williams

12 Years of Experience
Rapid City, SD
Broker

Micah Williams is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Rapid City, SD, with 12 years of industry experience. Micah 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

243 Founders Park Drive, Suite 101, Rapid City, SD, 57709-8479

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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.

Learn about disclosures →
Employment History
Current Registrations
RBC Capital Markets, LLC
October 2019 - Present · 6 yrs 7 mos
RBC Capital Markets, LLC
October 2019 - Present · 6 yrs 7 mos
RBC Capital Markets, LLCBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Heritage Financial Services, LLC
March 2018 - October 2019 · 1 yr 7 mos
Lake Street Advisors
October 2017 - February 2018 · 4 mos
RBC Capital Markets, LLC
September 2013 - October 2017 · 4 yrs 1 mo
RBC Capital Markets, LLCBroker
August 2013 - October 2017 · 4 yrs 2 mos
State Registrations48 states
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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.
Micah Williams - Financial Advisor | TrueAdvisor