Joshua Croy is a registered investment advisor at RBC Capital Markets, LLC, based in Pueblo, CO, with 7 years of industry experience. Joshua 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
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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
601 North Main St, Suite 101, Pueblo, CO, 81003-4513
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is a committee/council member for the CSU-Pueblo Foundation and a board member for the Next Gen Council, both aimed at providing financial and social support to CSU Pueblo. He dedicates minimal time to each of these roles.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations48 states
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