Clifford Virgin
Clifford Virgin is a registered investment advisor at RBC Capital Markets, LLC, based in Florham Park, NJ, with 37 years of industry experience. Clifford 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
200 Park Avenue, 2nd Floor, Florham Park, NJ, 07932-1026
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2019Customer Dispute
February 2000Customer Dispute
January 1999Other Business Activities
Clifford is the treasurer for Friends of Montclair NJ Baseball, Inc., raising money for baseball. He also serves on the Board of Directors for The 100 Club of Montclair New Jersey, fundraising for families of fallen first responders, dedicating minimal time to this role.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.