Kyle Weir is a registered investment advisor at RBC Capital Markets, LLC, based in Spokane, WA, with 34 years of industry experience. Kyle 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
601 West Main Avenue, Suite 1215, Spokane, WA, 99201-0615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kyle is a committee member of the Rotary Club #21 Downtown Spokane, a community service organization, since 2007. He dedicates minimal time to reviewing their charitable giving program.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
Empire Securities Incorporated of WashingtonBroker
Everen Securities, INC.Broker
Piper Jaffray INC.Broker
State Registrations26 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.