Lane Mallula is a registered investment advisor at RBC Capital Markets, LLC, based in Tacoma, WA, with 4 years of industry experience. Lane 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
1201 Pacific Ave., Suite 1500, Tacoma, WA, 98402-4322
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lane is involved with TFCU Financial Advisors/Tinker Financial Services LLC in management and supervisory roles, dedicating about half of his time. He also serves as SVP/Senior Management at Tinker Federal Credit Union and is a committee member for the Tinker Federal Credit Union Foundation, spending minimal time on the latter.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations39 states
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