Robert Holmes is a registered investment advisor at RBC Capital Markets, LLC, based in Winchester, VA, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
40 South Loudoun Street, Winchester, VA, 22601-4720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert serves on the Board of Directors for Winchester Country Club, a not-for-profit golf and country club, since 2016. He is on the Greens and Grounds Committee and dedicates minimal time to this activity.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Ferris, Baker Watts, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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