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RBC Wealth Management  

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610 Newport Center Drive #900 - Newport Beach, CA 92660
RBC Wealth Management
Division of
Royal Bank of Canada

We are full service financial advisors servicing all of Southern California

Dan Henry - 949-720-8968  



Services
401-k Rollover Assistance
401k Plans
Business 401K & SEP Plans
Education Planning & 529 Plans
Financial Advisors - Asset Management

Licenses
3,7,63 and 66

Get Matched to Local Pros
What type of service or business do you need?
(e.g. accountant, auto repair, lawn service, marketing consultant)
Questions & Answers
Q: What advice would you give to a customer looking to hire a company like yours?
A: Please telephone for a complementary consultation and review

How We Charge For Our Services
401-k Rollover Assistance
- 1.25 to 1.75 percent of assets under management
Annual Fee based on assets under administration

* All information in this profile, including licensing, has been provided by RBC Wealth Management. This information is not verified by ProMatcher.

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