Brings 30 years, $285 AUM to new position
GREENBRAE, Calif. (July 5, 2022) – RBC Wealth Management has welcomed Kuosen Fung, CFP®, Senior Vice President – Financial Advisor, to the firm’s Marin County office from Merrill Lynch.
“What attracted me to RBC Wealth Management was the firm’s commitment to delivering superior client service, and the fierce focus on advisor/client relationships,” Fung said. “RBC’s financial strength and stability combined with premier capital markets and investment banking capabilities were also key factors in my decision.”
Years Of Experience
After 30 years of experience developing customized solutions to help meet his clients’ financial goals, Fung joins RBC Wealth Management with approximately $285 million in client assets.
“Kuosen is an incredibly talented financial advisor who constantly strives to deliver top-tier service to his clients,” said Michael Schipper, Northern California Complex director. “We are thrilled he chose RBC Wealth Management.”
About RBC Wealth Management – U.S.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Wealth Management 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 $508 billion in total client assets with more than 2,100 financial advisors operating in 184 locations in 42 states.