Annemarie Wade is a registered investment advisor at RBC Capital Markets, LLC, based in Billings, MT, with 28 years of industry experience. Annemarie 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
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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
404 North 31st Street, Ste 300, Billings, MT, 59101-1211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Annemarie is a finance committee member for the United Way of Yellowstone County since 2013 and a board member for the Zonta Club of Billings. She also serves on the board of directors for the Zonta Club of Billings Foundation, dedicating minimal time to this role.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations38 states
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