MINNEAPOLIS, Minnesota (November 1, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, welcomes the PVG Group to the recently opened Palos Verdes office, according to Mike Melton, Director of RBC’s Southern California Complex.
The PVG Group is comprised of Financial Advisors Larry Prutch, AIF®, CFP®, CPM®, CIMA®, Senior Vice President; Cengiz Volkan, AIF®, CPM®, CIMA® Senior Vice President; Alan Goldstein, First Vice President; and Neil Fujita, CFP®, First Vice President. Also part of the PVG Group are Teresa Ortega, Senior Registered Client Associate, Annelyn Drollinger, Senior Registered Client Associate, Steve Yun, Client Associate and Gary Gray, Investment Associate. They manage more than $610 million in assets and join RBC from Merrill Lynch.
“As RBC Wealth Management continues to grow in Southern California, we are attracting talented financial advisors like the PVG Group to the firm,” said Melton. “The opening of the new Palos Verdes office will offer more convenience to our clients as we help them achieve their wealth management goals.”
The Palos Verdes branch opened on October 27.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Capital Markets, LLC is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $310 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239 or Jonell.lundquist@rbc.com
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.