Union Capital
46yrs
Top advisor by experience at Union Capital
42yrs
Robert Present has worked in the financial industry for 42 years and is a fiduciary financial advisor based in Tucson, Arizona. Robert has been with RBC Capital Markets since 2004. RBC Capital Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 824 advisors with offices in Tucson, and one of 770 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Arizona
Office3430 East Sunrise Drive Suite 250, Tucson, AZ 85718
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?2 states
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – nowRBC Capital Markets, LLCCurrent firm
Contact Robert
(212) 858-7000Firm headquarters in New York, NY. Ask for Robert. 3430 East Sunrise Drive Suite 250Tucson, AZ 85718Office · Get directions Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call RBC Capital Markets at (212) 858-7000 and ask for Robert Present. Robert works from the Tucson, AZ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1984, about 42 years. Top 2% by experience in Arizona.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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