Russell
Mansfield

Rbc Capital Markets, LLC

CRD#1756430
Investment Advisor
in Charlotte, NC
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

6000 Fairview Road Suite 500
Charlotte, NC 28210-3254

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Rbc Capital Markets, LLC Brokerage Details

Total Assets Under Management

$118,733,499,150

NC Average: $7,464,549,021
Total Number of Employees

7,576

NC Average: 88
Total Number of Accounts

293,129

NC Average: 3,892
Average Account Size

$405,055

NC Average: $1,917,921

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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
  • Other

Russell Mansfield Work History

Russell has 10 years of experience.

2009 - Present (10 years)

Rbc Capital Markets, LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Russell Mansfield has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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