Alon Goldblum is a registered investment advisor at RBC Capital Markets, LLC, based in Canonsburg, PA, with 2 years of industry experience. Alon 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
2400 Ansys Drive, Suite 301, Canonsburg, PA, 15317
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alon helps out at his family's restaurant, The Forge (DBA Pomegranate Catering LLC), a couple of times a week, dedicating about a quarter of his time to bartending and administrative duties. He has been involved since 2016 and compensated since 2020, focusing on tasks like waiting on guests, managing schedules, inventory, and general logistics.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations24 states
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