Devon Mcfarland is a registered investment advisor at RBC Capital Markets, LLC, based in Lake Oswego, OR, with 46 years of industry experience. Devon 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
4949 SW Meadows Road, Suite 250, Lake Oswego, OR, 97035
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Regulatory History
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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Devon is involved with two non-profit organizations: 1000 Friends of Oregon, where they review the investment portfolio, and Janus Youth Program, where they serve as Board of Directors Chair. These activities take a few hours per week.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Sutro & CO. IncorporatedBroker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Piper, Jaffray & Hopwood IncorporatedBroker
Paine, Webber, Jackson & Curtis INC.Broker
Blyth Eastman Dillon & CO. IncorporatedBroker
State Registrations31 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.