Anthony Wright
Anthony Wright is a registered investment advisor at RBC Capital Markets, LLC, based in Beverly Hills, CA, with 6 years of industry experience. Anthony 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
9465 Wilshire Boulevard, Suite 700, Beverly Hills, CA, 90212-2351
Get directionsHistory
Regulatory History (2)
Financial
September 2018Financial
August 2018Other Business Activities
Anthony is a notary public in California since February 2023, spending about 10-20% of his time notarizing documents. He also works as an assistant coach at San Fernando High School, dedicating about half his time to this role.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations26 states
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.