Adam Macdonald is a registered investment advisor at RBC Capital Markets, LLC, based in Irvine, CA, with 19 years of industry experience. Adam 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
400 Spectrum Center Drive, Suite 200, Irvine, CA, 92618
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Regulatory History (1)
Customer Dispute
April 2019Other Business Activities
Adam owns multiple rental properties, dedicating minimal time to maintenance and management. He also volunteers with a financial literacy program for teens and attends board meetings for a theological institute.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations39 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.