AF
AF

Andrea Fisher

9 Years of Experience
Albuquerque, NM
Broker

Andrea Fisher is a registered investment advisor at RBC Capital Markets, LLC, based in Albuquerque, NM, with 9 years of industry experience. Andrea 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

6301 Uptown Blvd Ne, Suite 100, Albuquerque, NM, 87110-4132

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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

Andrea works as an independent contractor/consultant for Nora Electric Cooperative, a rural electric utility, since 2010. She also works part-time at Costco as a cashier's assistant, dedicating about 10-20% of her time.

Employment History
Current Registrations
RBC Capital Markets, LLC
November 2016 - Present · 9 yrs 10 mos
RBC Capital Markets, LLC
July 2016 - Present · 10 yrs 2 mos
RBC Capital Markets, LLCBroker
July 2016 - Present · 10 yrs 2 mos
State Registrations23 states
AZCACOFLGAILINMAMDMIMONCNHNMNYOHOKTNTXUTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.