Adam Letheby is a registered investment advisor at RBC Capital Markets, LLC, based in Lincoln, NE, with 17 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
8800 Firethorn Lane, Suite 200, Lincoln, NE, 68520
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam serves on the Board of Directors for the Lincoln Children's Zoo, a non-profit organization, attending meetings and assisting with fundraising. He dedicates minimal time to this activity.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations28 states
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