Rbc Capital Markets, LLC
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About this Advisor
Russell Mansfield is a certified financial planner who lives in Charlotte, North Carolina. Currently an advisor with Rbc Capital Markets, LLC, Mansfield has 10 years of work experience in the financial advisory industry. Mansfield has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Mansfield is registered to operate based out of North Carolina. During their career, the advisor has held roles at Rbc Capital Markets, LLC and Wachovia Securities, LLC. Rbc Capital Markets, LLC is headquartered in Charlotte, North Carolina, and operates out of 254 additional locations across the nation. In aggregate, Rbc Capital Markets, LLC manages $106 billion in assets throughout 254,944 accounts and retains more than 7,115 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 158,606 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Rbc Capital Markets, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Rbc Capital Markets, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Russell Mansfield Work History
Russell has 10 years of experience.
Rbc Capital Markets, LLC
Wachovia Securities, LLC
Russell Mansfield has no disclosures.
Please visit their SEC profile for more details.