Clarence Taylor
Clarence Taylor is a registered investment advisor at RBC Capital Markets, LLC, based in Vienna, VA, with 27 years of industry experience. Clarence 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
8010 Towers Crescent Drive, 4th Floor, Vienna, VA, 22182
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2012Other Business Activities
Clarence is a 50% owner and Vice President of Scandic Health LLC, a music therapy content provider, dedicating about 10-20% of his time to consulting and business strategy. He also serves as a board member for the Wolf Trap Foundation, a philanthropic organization, spending a few hours per week on board meetings, volunteering, and fundraising.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Citicorp Investment ServicesBroker
J.B. Oxford & CompanyBroker
The Partners Financial Group, INC.Broker
Barron Chase Securities, INC.Broker
State Registrations29 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.