Sally Kirkpatrick
Sally Kirkpatrick is a registered investment advisor at RBC Capital Markets, LLC, based in Chevy Chase, MD, with 32 years of industry experience. Sally 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
5425 Wisconsin Avenue, Suite 301, Chevy Chase, MD, 20815-3552
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Regulatory History (1)
Customer Dispute
May 2019Other Business Activities
Sally serves on the Board of Directors for the Boys & Girls Club of Greater Met Washington, participating on a committee to approve actions of charity wishes. She dedicates minimal time to this activity.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations30 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.