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Frank F

CFP®, Series 63, Series 65

Goldsboro, NC

RBC Capital Markets

Frank Fisher III is a CFP®-certified financial advisor with 33 years of industry experience, currently serving at RBC Capital Markets since 2008. He is involved in several nonprofit and community organizations, including serving as secretary on the board of a homeowners association, fundraising chair for Kairos Prison Ministry International, and chairman of the Missions Committee at St. James United Methodist Church. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers and tailoring strategies to clients’ risk profiles.

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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