CB
CFP · ChFC
CB
CFP · ChFC

Christine Buckley

23 Years of Experience
Hunt Valley, MD
Broker

Christine Buckley is a CFP, ChFC-designated registered investment advisor at RBC Capital Markets, LLC, based in Hunt Valley, MD, with 23 years of industry experience. Christine 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

225 Schilling Circle, Suite 250, Hunt Valley, MD, 21031-1125

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Christine serves on the board of directors for the Baltimore Estate Planning Council and is a committee member for A Women's Journey Advisory Council. These activities are not investment-related and require minimal time.

Employment History
Current Registrations
RBC Capital Markets, LLCBroker
January 2018 - Present · 8 yrs 4 mos
RBC Capital Markets, LLC
January 2018 - Present · 8 yrs 4 mos
RBC Capital Markets, LLC
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Hwa Financial Group
December 2012 - September 2017 · 4 yrs 9 mos
Wms Partners, LLC
July 2011 - June 2012 · 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2011 · 2 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - June 2011 · 2 yrs
Citigroup Global Markets INC.Broker
March 2007 - June 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
November 2004 - February 2006 · 1 yr 3 mos
Legg Mason Wood Walker, IncorporatedBroker
June 1997 - June 2000 · 3 yrs
State Registrations32 states
AZCACOCTDCDEFLGAIDILMAMDMIMNMONCNHNJNMNVNYOHPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.