David Diller is a registered investment advisor at RBC Capital Markets, LLC, based in Albuquerque, NM, with 3 years of industry experience. David 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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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
6301 Uptown Blvd Ne, Suite 100, Albuquerque, NM, 87110-4132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a part-time faculty member at Central New Mexico Community College and manages an Airbnb rental property. He also serves on the board of directors for the New Mexico Society of CPAs and the Kiwanis Club of Albuquerque, and is a committee member for the Albuquerque Community Foundation - Future Fund and the United Way of North Central New Mexico.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations33 states
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