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Aaron Dykas

33 Years of Experience
2 DisclosuresBroker

Aaron Dykas is a registered investment advisor at RBC Capital Markets, LLC, based in Eagle, ID, with 33 years of industry experience. Aaron 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

661 South Rivershore Lane, Suite 200, Eagle, ID, 83616-5397

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2022
Denied
Criminal
May 1990
Final Disposition
Employment History
Current Registrations
RBC Capital Markets, LLC
April 2024 - Present · 2 yrs
RBC Capital Markets, LLCBroker
April 2024 - Present · 2 yrs
RBC Capital Markets, LLC
April 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - April 2024 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2017 - April 2024 · 7 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
May 2011 - March 2017 · 5 yrs 10 mos
Wells Fargo Clearing Services, LLC
May 2011 - March 2017 · 5 yrs 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2011 · 2 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - June 2011 · 2 yrs
Citigroup Global Markets INC.
December 2006 - June 2009 · 2 yrs 6 mos
Citigroup Global Markets INC.Broker
December 2006 - June 2009 · 2 yrs 6 mos
Mcdonald Investments INC.
June 2002 - December 2006 · 4 yrs 6 mos
Mcdonald Investments INC.Broker
July 2000 - December 2006 · 6 yrs 5 mos
First Security Van Kasper, INC.Broker
July 1999 - August 2000 · 1 yr 1 mo
First Security Investor Services, INC.Broker
July 1995 - July 1999 · 4 yrs
Chubb Securities CorporationBroker
March 1993 - June 1995 · 2 yrs 3 mos
American Express Financial Advisors INC.Broker
February 1993 - February 1993 · 0 mos
Ids Life Insurance CompanyBroker
February 1993 - February 1993 · 0 mos
State Registrations24 states
AKAZCACOFLHIIDILKSMIMOMTNCNVORSCSDTNTXUTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.