Steven Lahre is a registered investment advisor at RBC Capital Markets, LLC, based in San Diego, CA, with 46 years of industry experience. Steven 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
655 W. Broadway, Ste 1000, San Diego, CA, 92101-8485
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a mentor and advisory board member for the San Diego High School Academy of Finance since 2012, dedicating minimal time. His duties include mentoring students and providing guidance.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Otc Net IncorporatedBroker
State Registrations45 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.