Bulletin Board
Disclosures
The 2025 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2025. Data as of 12/31/2024. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.
Curtiss LaCross is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DC, FL, GA, ID, IL, MA, MD, ME, MI, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, VA, WA, WY.
Curtiss LaCross, NMLS # 512351, and David Diller, NMLS # 2365597 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.
David Diller is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, FL, GA, HI, ID, IL, KY, MA, MD, ME, MI, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WY.