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Scott O

Series 63, Series 66

Austin, TX

RBC Capital Markets

Scott Obenshain is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets LLC since 2011. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm provides multiple wrap fee advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Grant C

Series 63, Series 66

Austin, TX

RBC Capital Markets

Grant Carter is a financial advisor at RBC Capital Markets with Series 63 and Series 66 licenses and three years of industry experience. He previously worked at BNY Mellon for seven years and spent one year at Trammell Crow Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Glen C

Series 63

Austin, TX

RBC Capital Markets

Glen Carter is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds a Series 63 credential and has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as a director overseeing investment management for WESTPATH, a pension asset management organization with $21 billion in assets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored portfolio management and financial planning services through various advisory programs and leveraging both in-house and third-party investment resources.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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